Nerdwallet Advisory
Nerdwallet Advisory is an SEC-registered wealth manager in Scottsdale, AZ with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Nerdwallet Advisory: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325767, SEC 801-127978, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 6
- Clients
- 146
- CRD
- 325767
- Ownership
- ARMSTRONG, JEREMY, NIEL; NERDWALLET, INC.; MAYS, DEEANN, MARIE; CHEN, TIM, CHAO-MING; Clark, Meredith, Wood
How much AUM does Nerdwallet Advisory have?
Nerdwallet Advisory reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Nerdwallet Advisory?
Disclosed owners and executives of Nerdwallet Advisory include ARMSTRONG, JEREMY, NIEL, NERDWALLET, INC., MAYS, DEEANN, MARIE, CHEN, TIM, CHAO-MING, Clark, Meredith, Wood. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.