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 a limited liability company and SEC-registered since 2022. The firm is individually owned and serves primarily individual and family clients. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside managers when appropriate. The firm bills through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. It identifies as a capital allocator and does not report active ESG investing or multi-state adviser status.
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 1
Richard Nerad
Managing Member And Chief Compliance OfficerCRD 4666376
Contacts
1 of 1
Steven Deppe
President & Portfolio ManagerCRD 4658856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$210M in ETFs
98%
$204M
<1%
$5.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $48.9M | 65,309 | 23.33% |
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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