Nerdwallet Advisory LLC

● SEC registered since 2023CRD 325767SEC# 801-127978Scottsdale, AZ

Export (members)

Reg. AUM

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Employees

Accounts

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Location

Scottsdale, AZ

Nerdwallet Advisory LLC assets under management

Nerdwallet Advisory LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2023. It employs 6 people.

match.nerdwalletadvisors.com/find-my-advisor/age?utm_source=%2fbest%2finvesting%2ffinancial-advisors&utm_medium=nerdwall View on SEC.gov ↗

Nerdwallet Advisory LLC owners & executives

4 reported

Name	Title	Ownership	Since
Deeann Marie Mays	Chief Compliance Officer	Under 5%	2024
Meredith Wood Clark Control	Chief Executive Officer	Under 5%	2023
Nerdwallet, Inc. Control	Owner	Over 75%	2015
████████████	████████████	████████████	$•••

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Frequently asked questions

How many employees does Nerdwallet Advisory LLC have?

Nerdwallet Advisory LLC reports 6 employees.

Where is Nerdwallet Advisory LLC located?

Nerdwallet Advisory LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.

Does Nerdwallet Advisory LLC disclose fund performance?

Nerdwallet Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	4150 N Drinkwater Blvd., Suite 200, Scottsdale, AZ 85251
Phone	415-549-8913
Office hours	9-5 Pt
SEC region	Los Angeles Regional Office (LARO)
Discloses disciplinary history	No

How this firm compares

EmployeesTop 56%

More than 44% of 16,825 advisers