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Nerdwallet, Inc.

OwnerNerd Wallet Wealth Partners

About Nerdwallet, Inc.

Nerdwallet, Inc. is listed as Owner at Nerd Wallet Wealth Partners in New York, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Nerd Wallet Wealth Partners
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Nerdwallet, Inc. work?

Nerdwallet, Inc. is listed as Owner at Nerd Wallet Wealth Partners on SEC Form ADV.

How much of Nerd Wallet Wealth Partners does Nerdwallet, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Nerd Wallet Wealth Partners

TitleOwner
OwnershipOver 75%
Control personYes
Since2025