NERDWALLET WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$262,843,327
Discretionary
$262,843,327
Non-discretionary
$0
Firm details
- CRD number
- 337328
- SEC file number
- 801-133943
- Main office
- NEW YORK, NY, United States
- Employees
- 23
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.