Nerdwallet Wealth Partners, LLC
Nerdwallet Wealth Partners, LLC is an SEC-registered mass-market adviser in New York, NY with $262.8M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Nerdwallet Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337328, SEC 801-133943, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $262.8M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 23
- Clients
- 694
- CRD
- 337328
- Ownership
- STERLING, DANIEL, RYAN; NERDWALLET DOMESTIC HOLDING CO. I, LLC; NERDWALLET, INC.; NERDWALLET VENTURES, INC.; MAYS, DEEANN, MARIE
How much AUM does Nerdwallet Wealth Partners, LLC have?
Nerdwallet Wealth Partners, LLC reported $262.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Nerdwallet Wealth Partners, LLC?
Disclosed owners and executives of Nerdwallet Wealth Partners, LLC include STERLING, DANIEL, RYAN, NERDWALLET DOMESTIC HOLDING CO. I, LLC, NERDWALLET, INC., NERDWALLET VENTURES, INC., MAYS, DEEANN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.