1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NERDWALLET WEALTH PARTNERS, LLC

Map pinNEW YORK, NY
Phone917-275-7821
NotebookSEC #801-133943
Total AUM
$262.8M
Employees
23
Clients
694

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 WILLIAM STREET
21ST FLOOR
NEW YORK
NY 10038
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
917-275-7821

ReceiptFinancials

Total AUM
$262.8M
Accounts
1,118
Discretionary
$262.8M
Accounts
1,118
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
647
AUM
$153.3M
HNW Individual Clients
47
AUM
$109.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAILMAMDMNNCNHNJNYOHPATXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account