Nadel Private Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 341947
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.3%
- Individuals2.7%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nadel Private Wealth LLC is a small, owner-operated independent registered investment adviser organized as an LLC and based in California. The firm focuses on individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. Nadel acts as a capital allocator, placing client capital with third-party managers when appropriate. The adviser does not identify as an ESG-focused investor and is described as operating within a single state.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds10%
- Other10%
- US Government Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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