Tim Chao-Ming Chen
CeoNerdwallet Advisory LLCCRD 4827445
About Tim Chao-Ming Chen
Tim Chao-Ming Chen is listed as Ceo at Nerdwallet Advisory LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Over 75%. Tim Chao-Ming Chen is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Nerdwallet Advisory LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Tim Chao-Ming Chen work?
Tim Chao-Ming Chen is listed as Ceo at Nerdwallet Advisory LLC on SEC Form ADV.
How much of Nerdwallet Advisory LLC does Tim Chao-Ming Chen own?
Form ADV reports a beneficial ownership band of Over 75%.
Nerdwallet Advisory LLC
| Title | Ceo |
| Ownership | Over 75% |
| Control person | No |
| Since | 2010 |
Nerdwallet Wealth Partners, LLC
| Title | Owner |
| Ownership | Over 75% |
| Control person | No |
| Since | 2025 |