Nerdwallet Wealth Partners, LLC

RIASEC RegisteredEst. 2025
Total AUM
$263M
Discretionary
$263M
100% of AUM
Avg account
$235K
Accounts
1,118
Employees
23
Advisory reps
20

Firm details

Headquarters
New York, New York
CRD number
337328
Registered since
June 13, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals58.32%
  • HNWI41.68%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Nerdwallet Wealth Partners, LLC is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee model combines percentage‑of‑AUM charges with fixed fees. The firm identifies as an active ESG investor and operates under a single‑owner structure (domestic entity/individual). The SEC registration year listed is 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 12%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%, Private Funds 1%, Cash & Cash Equivalents 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities12%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds1%
  • Private Funds1%

Owners & executives

3 of 4
  • Daniel Sterling

    Daniel Sterling

    Chief Executive OfficerCRD 4698010

  • Lauren Sterling

    Lauren Sterling

    Chief of StaffCRD 5135668

  • Alexander Kemp

    Alexander Kemp

    Chief Growth OfficerCRD 7955009

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Contacts

3 of 16
  • David Muller

    David Muller

    Wealth PartnerCRD 6964879

  • Karina Baldizon

    Karina Baldizon

    Wealth AdvisorCRD 7340641

  • Michael Letzter

    Michael Letzter

    Wealth PartnerCRD 7345942

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$294M in ETFs

Passive

85%

$250M

Active

14%

$44.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$95.1M127,02232.38%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
123 William St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth