Nestyield Etfs is an SEC registered investment adviser organized as a limited liability company with a primary office location in Downey, CA. Its latest Form ADV filing, dated March 23, 2026, reports $517M in regulatory assets under management, 3 employees, and 3,033 accounts.
Assets Under Management
$517M
Employees
3
Offices
--
Total Clients
<5
Primary office
DOWNEY, CA
8141 2ND STREET, SUITE 305, DOWNEY, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 75.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
75.0%
3
2
Other Advisers
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$517Mas of March 23, 2026
Discretionary100.0%
$517M
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$517M
Total Accounts3,033
10Y AUM Change+$517M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee1:1
10Y Employee Change-7 (-70.0%)
* 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.