NERDWALLET WEALTH PARTNERS, LLC
Legal name: NERD WALLET WEALTH PARTNERS
CRD #337328 SEC #801-133943 NEW YORK, NY 917-275-7821
SEC Registered
Total AUM
$236.1M
Discretionary
$236.1M
Employees
10
Clients
251
Accounts
1,014
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $236.1M | $236.1M | $0 | 10 | 0 |
| Sep 2025 | $236.1M | $236.1M | $0 | 10 | 0 |
| Jun 2025 | $213.4M | $213.4M | $0 | 4 | 0 |
| Jun 2025 | $213.4M | $213.4M | $0 | 4 | 0 |
DateOct 2025
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees10
Clients0
DateSep 2025
Total AUM$236.1M
Discretionary$236.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2025
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees4
Clients0