NERAD + DEPPE WEALTH MANAGEMENT
Firm details
- Headquarters
- LA JOLLA, California
- CRD number
- 151284
- Registered since
- April 15, 2022
- Website
- nd-wm.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.46%
- Individuals21.54%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nerad + Deppe Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individual and family clients and functions as a capital allocator, including the selection of third-party advisers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements include a percentage of AUM plus options for hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not set up as a multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities6%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1RICHARD NERAD
Managing Member And Chief Compliance OfficerCRD 4666376
Contacts
1 of 1STEVEN DEPPE
President & Portfolio ManagerCRD 4658856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$192M in ETFs
98%
$187M
<1%
$4.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $42.4M | 64,866 | 22.11% |
Location
LA JOLLA, CA
SAN DIEGO
Location
LA JOLLA, CA
Headquartered in LA JOLLA, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 4250 Executive Sq
- Time zone
- PT (UTC-8)
- Office locations
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