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Nerdwallet Advisory LLC

● SEC registered since 2023CRD 325767SEC# 801-127978Scottsdale, AZ
Export (members)
Reg. AUM
—
Employees
12
Accounts
—
Location
Scottsdale, AZ

Nerdwallet Advisory LLC assets under management

Nerdwallet Advisory LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2023. It employs 12 people.
match.nerdwalletadvisors.com/find-my-advisor/age?utm_source=%2fbest%2finvesting%2ffinancial-advisors&utm_medium=nerdwallView on SEC.gov ↗

Nerdwallet Advisory LLC owners & executives

4 reported
NameTitleOwnershipSince
Deeann Marie MaysChief Compliance OfficerUnder 5%2024
Meredith Wood Clark ControlChief Executive OfficerUnder 5%2023
Nerdwallet, Inc. ControlOwnerOver 75%2015
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Frequently asked questions

How many employees does Nerdwallet Advisory LLC have?

Nerdwallet Advisory LLC reports 12 employees.

Where is Nerdwallet Advisory LLC located?

Nerdwallet Advisory LLC is based in Scottsdale, AZ and has been SEC-registered since 2023.

Does Nerdwallet Advisory LLC disclose fund performance?

Nerdwallet Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4150 N Drinkwater Blvd., Suite 200, Scottsdale, AZ 85251
Phone415-549-8913
Office hours9-5 Pt
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo