NERDWALLET WEALTH PARTNERS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 337328
- Registered since
- June 13, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals58.32%
- HNWI41.68%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nerdwallet Wealth Partners, LLC is an independent, SEC-registered registered investment adviser that serves individual and family clients. The firm is organized as an LLC and lists its core advisory services as financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. It operates as a capital allocator and flags itself as an active ESG investor. The firm is not designated as a multi-state adviser and reports relationships with another investment adviser and an insurance company.
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 Funds82%
- Exchange Traded Equities12%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
- Private Funds1%
Owners & executives
3 of 4LAUREN STERLING
Chief of StaffCRD 5135668
DANIEL STERLING
Chief Executive OfficerCRD 4698010
DEEANN MAYS
Chief Compliance OfficerCRD 7970038
Contacts
3 of 13MICHAEL FISHMAN
Wealth AdvisorCRD 6356600
Isabella McCloskey
Associate AdvisorCRD 8155770
Peter McGinley
Investment Adviser RepresentativeCRD 6653920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$232M in ETFs
86%
$198M
14%
$33.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $74.4M | 113,869 | 32.06% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 123 William St
- Time zone
- ET (UTC-5)
- Office locations
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