NDWM LLC
Legal name: NERAD + DEPPE WEALTH MANAGEMENT
CRD #151284 SEC #801-123689 LA JOLLA, CA 858-457-1325
SEC Registered
Total AUM
$162.4M
Discretionary
$162.4M
Employees
2
Clients
0
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $162.4M | $162.4M | $0 | 2 | 0 |
| Feb 2024 | $133.9M | $133.9M | $0 | 2 | 0 |
| Mar 2023 | $117.9M | $117.9M | $0 | 2 | 1 |
| Aug 2022 | $117.5M | $115.6M | $2M | 2 | 1 |
| May 2022 | $117.5M | $115.6M | $2M | 2 | 1 |
| Mar 2022 | $117.5M | $115.6M | $2M | 2 | 1 |
| Jul 2020 | $74.5M | $74.5M | $0 | 2 | 0 |
| Jun 2020 | $74.5M | $74.5M | $0 | 2 | 0 |
| Jun 2020 | $74.5M | $74.5M | $0 | 2 | 0 |
| May 2020 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$162.4M
Discretionary$162.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees2
Clients1
DateAug 2022
Total AUM$117.5M
Discretionary$115.6M
Non-Disc.$2M
Employees2
Clients1
DateMay 2022
Total AUM$117.5M
Discretionary$115.6M
Non-Disc.$2M
Employees2
Clients1
DateMar 2022
Total AUM$117.5M
Discretionary$115.6M
Non-Disc.$2M
Employees2
Clients1
DateJul 2020
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0