Nerdwallet Wealth Partners, LLC
● SEC registered since 2025CRD 337328SEC# 801-133943New York, NY
Reg. AUM
$262.8M
Employees
23
Accounts
1,118
Location
New York, NY
Nerdwallet Wealth Partners, LLC assets under management
Nerdwallet Wealth Partners, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $262.8 million in regulatory assets under management and employs 23 people.
Nerdwallet Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Ryan Sterling Control | Ceo | Under 5% | 2025 |
| James Timothy Bashall Control | Chief Operating Officer | Under 5% | 2025 |
| Lauren Debra Sterling Control | Chief Of Staff | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Nerdwallet Wealth Partners, LLC manage?
Nerdwallet Wealth Partners, LLC reports $262.8 million in regulatory assets under management on its Form ADV.
How many employees does Nerdwallet Wealth Partners, LLC have?
Nerdwallet Wealth Partners, LLC reports 23 employees.
Where is Nerdwallet Wealth Partners, LLC located?
Nerdwallet Wealth Partners, LLC is based in New York, NY and has been SEC-registered since 2025.
Does Nerdwallet Wealth Partners, LLC disclose fund performance?
Nerdwallet Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 123 William Street, 21st Floor, New York, NY 10038 |
| Phone | 917-275-7821 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$262.8M▲ 23%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$262.8Mregulatory AUM
Discretionary $262.8M