Nerdwallet Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 1, 2026, reports $263M in regulatory assets under management, 23 employees, and 1,118 accounts.
Assets Under Management
$263M
Employees
23
Offices
--
Total Clients
694
Primary office
NEW YORK, NY
123 WILLIAM STREET, 21ST FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.2% of total clients.
Top client categories% of clientsClients
1
Individuals
93.2%
647
2
HNWI
6.8%
47
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$263Mas of April 1, 2026
Discretionary100.0%
$263M
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.
Latest AUM$263M
Total Accounts1,118
10Y AUM Change+$49M (+23.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee30:1
10Y Employee Change+19 (+475.0%)
* 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.