NERDWALLET ADVISORY LLC
Legal name: NERDWALLET ADVISORY
CRD #325767 SEC #801-127978 SCOTTSDALE, AZ 415-549-8913
SEC Registered
Total AUM
--
Discretionary
--
Employees
12
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, JEREMY, NIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Bang, Jane, Jaiwon | I | CHIEF OPERATING OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Clark, Meredith, Wood | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Dempsey, DeeAnn | I | CHIEF COMPLIANCE OFFICER | NA | |
| FAHR, JOSEPH, R | I | CHIEF REVENUE OFFICER; OPERATIONS DIRECTOR | NA | Control |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MAYS, DEEANN, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
| NERDWALLET, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E | |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | E |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
4150 N DRINKWATER BLVD.SUITE 200
SCOTTSDALE, AZ 85251
United States
Phone: 415-549-8913