RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Bashall, James, TimothyICHIEF OPERATING OFFICERNA Control
Bashall, James, TimothyICHIEF OPERATING OFFICERNA Control
Clark, Meredith, WoodIPRESIDENTNA Control
Clark, Meredith, WoodIPRESIDENTNA Control
Clark, Meredith, WoodIPRESIDENTNA Control
Clark, Meredith, WoodIPRESIDENTNA Control
Huang, Scott, CIBOARD MEMBERNA Control
Huang, Scott, CIBOARD MEMBERNA Control
MAYS, DEEANN, MARIEICHIEF COMPLIANCE OFFICERNA
MAYS, DEEANN, MARIEICHIEF COMPLIANCE OFFICERNA
STERLING, DANIEL, RYANICEONA Control
STERLING, DANIEL, RYANICEONA Control
STERLING, DANIEL, RYANICEONA Control
STERLING, DANIEL, RYANICEONA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF COMPLIANCE OFFICERNA Control
STERLING, LAUREN, DEBRAICHIEF OF STAFFNA Control
STERLING, LAUREN, DEBRAICHIEF OF STAFFNA Control
NERDWALLET DOMESTIC HOLDING CO. I, LLCDEOWNERE Control
NERDWALLET DOMESTIC HOLDING CO. I, LLCDEOWNERE Control
NERDWALLET DOMESTIC HOLDING CO. I, LLCDEOWNERE Control
NERDWALLET DOMESTIC HOLDING CO. I, LLCDEOWNERE Control

Registrations

Federal

IA
Oct 1, 2025 REGISTERED

Notice Filings (19)

CA CO CT DC FL GA IL MA MD MN NC NH NJ NY OH PA TX VA WA

Address

123 WILLIAM STREET
21ST FLOOR
NEW YORK, NY 10038
United States
Phone: 917-275-7821