FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
About Nerdwallet Wealth Partners
NerdWallet Wealth Partners, LLC is an SEC-registered investment adviser based in New York City. The firm provides discretionary portfolio management and financial planning services to individuals and high-net-worth clients. As of its latest ADV filing, the firm reported approximately $262.8 million in regulatory assets under management and 23 employees, including 11 advisory professionals.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Portfolio Management
- Investment Management
- Wealth Management
- Retirement Planning
More about Nerdwallet Wealth Partners
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 337328 | 11 |
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Nerdwallet Wealth Partners.
Let us match you with a financial advisor
Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Nerdwallet Wealth Partners.