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Nerad + Deppe Wealth Management
Founded in 2009, Nerad + Deppe Wealth Management operates as an independent registered investment adviser from La Jolla, California. The firm serves...
Nerad + Deppe Wealth Management
Founded in 2009, Nerad + Deppe Wealth Management operates as an independent registered investment adviser from La Jolla, California. The firm serves high-net-worth individuals and other entities through a fee-only model, explicitly declining product sales and commissions in favor of investment management and financial planning. The firm delivers discretionary portfolio management anchored in a rules-based investment philosophy. Its public positioning emphasizes long-term wealth protection and growth, though specific asset classes, portfolio construction methodologies, and named investment vehicles are not disclosed. Geographic focus appears concentrated on domestic US clients, with no international offices or cross-border strategies publicly identified. Nerad + Deppe has not publicly reported assets under management, team size, or adjacent philanthropic or operational vehicles. The firm's website and regulatory footprint reflect a deliberately lean structure — no known club memberships, co-investment platforms, or institutional separate accounts. No portfolio companies or fund commitments are publicly attributed to the firm. The firm's structural distinction lies in its compensation architecture: a pure fee-only arrangement with no commissions or proprietary products. This places it in a subset of US RIAs serving high-net-worth clients without the conflicts embedded in bank-affiliated or broker-dealer models. Succession planning and governance details are not publicly available.
General information
Firm type
Bank / Wealth / Trust
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
La Jolla
Corporate office
La Jolla, CA, United States
Frequently asked questions
How does Nerad + Deppe charge for its services?
The firm operates on a strict fee-only basis, charging clients directly for advice and portfolio management. It explicitly states that it receives no commissions and sells no financial products, which eliminates compensation-driven product recommendations.
What is Nerad + Deppe's investment philosophy?
The firm describes its approach as prudent financial planning paired with disciplined, rules-based investing. It focuses on long-term wealth growth and protection, though it does not publicly detail specific asset allocation models, factor tilts, or tactical overlays.
Does Nerad + Deppe manage institutional capital or only private wealth?
The firm's regulatory filings indicate it advises individuals, high-net-worth individuals, and other entities, but no institutional separate accounts, pension mandates, or endowment relationships are publicly disclosed. Its marketing focuses exclusively on private wealth.
Who founded Nerad + Deppe Wealth Management?
The founding principals are not publicly named on the firm's website or in available filings. The firm was established in 2009 and is headquartered in La Jolla, but ownership and leadership details remain undisclosed.
Does the firm have offices outside of California?
All available information indicates a single office in La Jolla, California. No additional US or international locations are disclosed on the firm's website or in its public regulatory footprint.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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