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NERDWALLET WEALTH PARTNERS, LLC

NEW YORK, NY · CRD 337328 · IAPD ↗ · 917-275-7821

$262.8MRegulatory AUM
11Advisory reps
23Employees
0Clients
251-500Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — NERDWALLET WEALTH PARTNERS, LLC notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
April 2026 — NERDWALLET WEALTH PARTNERS, LLC grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
December 2025 — NERDWALLET WEALTH PARTNERS, LLC notice-filed in CO, DC, MD, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2025 — NERD WALLET WEALTH PARTNERS is now doing business as NERDWALLET WEALTH PARTNERS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
December 2025 — NERDWALLET WEALTH PARTNERS, LLC grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
August 2025 — NERD WALLET WEALTH PARTNERS (NEW YORK, NY) is newly SEC-registered with $213.4M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.