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NerdWallet Wealth Partners
NERDWALLET WEALTH PARTNERS, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2025. The firm manages approximately $263 million in...
NerdWallet Wealth Partners
NERDWALLET WEALTH PARTNERS, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2025. The firm manages approximately $263 million in regulatory assets. It has 23 employees and 11 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at NerdWallet Wealth Partners?
NerdWallet Wealth Partners does not publicly name an individual CIO or lead portfolio manager. The firm operates under the supervision of its SEC-registered advisory structure; the NerdWallet board oversees the advisory business. Investment decisions are made by a team of advisors and algorithmic models.
What is NerdWallet Wealth Partners' known posture on co-investments alongside external GPs?
The firm does not facilitate co-investments with external GPs, given its retail-oriented advisory model. It does not serve high-net-worth clients in that capacity.
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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