Nerdwallet Wealth Partners, Llc
- Regulatory AUM
- $263M
- Discretionary
- $263M
- Clients
- 694
- Avg AUM / client
- $379K
- Accounts
- 1,118
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 647 | $153M | 58.3% |
| High net worth individuals | 47 | $110M | 41.7% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lauren Debra Sterling | Registered representative | Aug 2025 (1y) | ||
| Daniel Ryan Sterling | Registered representative | CFA | Aug 2025 (1y) | |
| William Ambrose Toczylowski | Registered representative | CFP | Aug 2025 (1y) | |
| Joshua Rubin | Registered representative | CFP | Aug 2025 (1y) | |
| Michael Beau Letzter | Registered representative | Aug 2025 (1y) | ||
| Tracey Melissa Rinaldi | Registered representative | Aug 2025 (1y) | ||
| James Timothy Bashall | Registered representative | Aug 2025 (1y) | ||
| Scott Connor Brazina | Registered representative | Aug 2025 (1y) | ||
| Michael E Fishman | Registered representative | Nov 2025 (1y) | ||
| Peter Francis Mc Ginley | Registered representative | CFP | Nov 2025 (1y) | |
| Nicholas Andrew Seward Churkovich | Registered representative | Nov 2025 (1y) | ||
| Alexander Kemp | Registered representative | Feb 2026 (0y) | ||
| Isabella Dantas Mc Closkey | Registered representative | Mar 2026 (0y) | ||
| Christopher Schofield | Registered representative | Apr 2026 (0y) | ||
| David Pierce Muller | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $258M (98% of AUM) Jul 2026
- Apex $4.0M (2% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗