Nerdwallet Wealth Partners, LLC

RIASEC Registered

Total AUM

$263M

Discretionary

$263M

100% of AUM

Avg account

$235K

Accounts

1,118

Employees

23

Advisory reps

21

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

FINTRX

Overview

Nerdwallet Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines percentage‑of‑AUM charges with fixed fees. The firm identifies as an active ESG investor and operates under a single‑owner structure (domestic entity/individual). The SEC registration year listed is 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds82%
Exchange Traded Equities12%
State & Local Bonds3%
Investment Grade Corp Bonds1%
Private Funds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 52

Active vs passive

$294M in ETFs

Passive

85%

$250M

Active

14%

$44.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$95.1M	127,022	32.38%

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Primary office

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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