Data / Investment advisers / New York / Nerdwallet Wealth Partners, LLC
Nerdwallet Wealth Partners, LLC, New York, NY: $263 million AUM, SEC registered investment adviser
Nerdwallet Wealth Partners, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $263 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 337328
- SEC file number
- 801-133943
- SEC status
- Approved, effective June 13, 2025
- Main office
- 123 William Street 21st Floor, New York, NY 10038
- Phone
- (917) 275-7821
- Regulatory AUM
- $262,843,327 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $262,843,327
- Accounts
- 1,118
- Employees
- 23, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 647 | $153.3 million |
| High net worth individuals | 47 | $109.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $262.8 million | March 30, 2026 |
| December 1, 2025 | $236.1 million | October 1, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kize Capital LP | New York | $264.9 million | 2 | adviserinfo.sec.gov |
| Sender Company & Partners, Inc. | New York | $264.8 million | 1 | adviserinfo.sec.gov |
| Patricof Co | New York | $264.2 million | 36 | adviserinfo.sec.gov |
| Hudson Canyon Capital Management | New York | $263.9 million | Not listed | adviserinfo.sec.gov |
| Crestwood Capital Management, L.P. | New York | $263 million | 3 | adviserinfo.sec.gov |
| 5c Advisor | New York | $262.2 million | 1 | adviserinfo.sec.gov |
| AG Dillon Asset Management LP | New York | $262 million | 27 | adviserinfo.sec.gov |
| Room40 Capital LLC | New York | $261.7 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Nerdwallet Wealth Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.