Richard Edward Nerad
Investment adviser representative at Nerad + Deppe Wealth Management
17 yearsExperience
2 statesRegistered in
$176.3MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Nerad + Deppe Wealth ManagementApr 2020 to now
- Ndwm, LLCApr 2020 to now
- Alphacore Capital LLCSep 2019 to May 2020
- Ndwm, LLCNov 2009 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Nerad + Deppe Wealth Management
Legal name: Ndwm LLC
$176.3MAssets managed
177Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4666376
- Firm CRD
- 151284