SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Nerdwallet Wealth Partners, LLC
New York, NY
CRD 337328
Firm filing updated September 21, 2026 ·
- $262.8MAssets
- 694Clients
- 11Advisory staff
- 1,118Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals647
- High net worth individuals47
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 647 | $153.3 million |
| High net worth individuals | 47 | $109.6 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$262.8 million
- Accounts1,118
- DiscretionaryAll accounts
People
- Employees23
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 337328, SEC file 801-133943.
- Registered with the SEC as an investment advisor (status date on record: June 13, 2025).
Is Nerdwallet Wealth Partners, LLC a fiduciary?
Short answer: Nerdwallet Wealth Partners, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.