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Nerdwallet Wealth Partners, LLC CRD 337328
$263M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
123 William Street 21St Floor, New York, NY 10038 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-28 |
Branch Locations
123 William Street 21St Floor, New York, NY 10038 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nerdwallet Wealth Partners | New York | NY | 08/2025 | Present |
| Capital Group | New York | NY | 09/2024 | 07/2025 |
| Trinity College | Hartford | CT | 09/2014 | 05/2018 |
| Tough Mudder | New York | NY | 05/2023 | 09/2024 |
| Tough Mudder | New York | NY | 01/2021 | 05/2023 |
| Tough Mudder | New York | NY | 07/2019 | 01/2021 |
| Self-Employed/Bearded Brothers Landscaping | Concord | MA | 05/2018 | 09/2018 |
| Unemployed | Concord | MA | 10/2018 | 01/2019 |
| Stag&Hare | New York | NY | 02/2019 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-28 |
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