Nerad + Deppe Wealth Management
Nerad + Deppe Wealth Management is an SEC-registered mass-market adviser in La Jolla, CA with $176.3M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Nerad + Deppe Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151284, SEC 801-123689, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $176.3M (2026-02-02)
- Firm type
- Mass-Market Adviser
- Location
- La Jolla, CA
- Employees
- 2
- Clients
- 177
- CRD
- 151284
- Ownership
- NERAD, RICHARD, EDWARD; DEPPE, STEVEN, JAMES
How much AUM does Nerad + Deppe Wealth Management have?
Nerad + Deppe Wealth Management reported $176.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Nerad + Deppe Wealth Management?
Disclosed owners and executives of Nerad + Deppe Wealth Management include NERAD, RICHARD, EDWARD, DEPPE, STEVEN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.