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Nerd Wallet Wealth Partners

● SEC registered since 2025CRD 337328SEC# 801-133943New York, NY
Export (members)
Reg. AUM
$213.4M
Employees
4
Accounts
969
Location
New York, NY

Nerd Wallet Wealth Partners assets under management

Nerd Wallet Wealth Partners is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2025. It reports $213.4 million in regulatory assets under management and employs 4 people.
www.tiktok.com/company/@nerdwalletwealthpartnersView on SEC.gov ↗

Nerd Wallet Wealth Partners owners & executives

7 reported
NameTitleOwnershipSince
Daniel Ryan Sterling ControlCeoUnder 5%2025
Lauren Debra Sterling ControlChief Compliance OfficerUnder 5%2025
Meredith Wood Clark ControlPresidentUnder 5%2025
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Frequently asked questions

How much does Nerd Wallet Wealth Partners manage?

Nerd Wallet Wealth Partners reports $213.4 million in regulatory assets under management on its Form ADV.

How many employees does Nerd Wallet Wealth Partners have?

Nerd Wallet Wealth Partners reports 4 employees.

Where is Nerd Wallet Wealth Partners located?

Nerd Wallet Wealth Partners is based in New York, NY and has been SEC-registered since 2025.

Does Nerd Wallet Wealth Partners disclose fund performance?

Nerd Wallet Wealth Partners is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address123 William Street, 21st Floor, New York, NY 10038
Phone917-275-7821
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$213.4M
Non-discretionary$0
Total (RAUM)$213.4M