Nerad + Deppe Wealth Management

Overview

Nerad + Deppe Wealth Management is an independent, owner-operated limited liability company that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm is registered with the SEC, having completed registration in 2022. Its client focus is individuals and families, and it offers a mix of billing methods including percentage-of-AUM fees, hourly charges, and fixed fees. The firm identifies itself as a capital allocator, meaning it places client capital with external managers as part of its investment program. It does not position itself as an ESG-focused adviser and is not described as operating across multiple states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices