Nerad + Deppe Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated February 2, 2026, reports $176M in regulatory assets under management, 2 employees, and 613 accounts.
Assets Under Management
$176M
Employees
2
Offices
--
Total Clients
177
Primary office
LA JOLLA, CA
4250 EXECUTIVE SQUARE, SUITE 545, LA JOLLA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.2% of total clients.
Top client categories% of clientsClients
1
Individuals
58.2%
103
2
HNWI
41.8%
74
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of February 2, 2026
Discretionary100.0%
$176M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts613
10Y AUM Change+$176M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee89:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.