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Tim Chao-Ming Chen

CeoNerdwallet Advisory LLCCRD 4827445

About Tim Chao-Ming Chen

Tim Chao-Ming Chen is listed as Ceo at Nerdwallet Advisory LLC in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Over 75%. Tim Chao-Ming Chen is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Nerdwallet Advisory LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Tim Chao-Ming Chen work?

Tim Chao-Ming Chen is listed as Ceo at Nerdwallet Advisory LLC on SEC Form ADV.

How much of Nerdwallet Advisory LLC does Tim Chao-Ming Chen own?

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

Nerdwallet Advisory LLC

TitleCeo
OwnershipOver 75%
Control personNo
Since2010
View Nerdwallet Advisory LLC →

Nerd Wallet Wealth Partners

TitleOwner
OwnershipOver 75%
Control personNo
Since2025
View Nerd Wallet Wealth Partners →