# NerdWallet Wealth Partners

NerdWallet Wealth Partners is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Assets under management:** Undisclosed
- **Website:** nerdwallet.com

## Regulatory record

- **CRD number:** 337328
- **SEC file number:** 801-133943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337328

## About

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.

## Sectors

- FinTech
- Consumer Finance
- Real Estate

## 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.

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- [IZETT & ASSOCIATES, LLC](https://altss.com/profile/izett-and-associates-llc)
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Last updated: 2026-07-06T01:24:21.890Z

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