CRD: 334876
Barzideh & Nadeau Wealth Management LLC
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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2025
- Office Locations
- 1
Office Locations
About Barzideh & Nadeau Wealth Management LLC
Barzideh & Nadeau Wealth Management is an RIA providing customized financial planning and retirement-focused advice, including retirement income strategies, investment management, estate planning, and tax-efficient wealth management. The firm uses its Advance & Protect investment strategy to manage portfolio risk in shifting markets and builds portfolios largely with ETFs. Principals are active educators and media contributors, including the Money Hour Radio show and features in outlets such as Forbes, Kiplinger, and Barron’s.
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Owner & Executives
BAHMAN KUSHA BARZIDEH
CHIEF OPERATING OFFICER, FOUNDING PARTNER
- CRD
- #4479188
- Ownership
- Less than 5%
MATTHEW DAVID NADEAU
Chief Compliance Officer, FOUNDING PARTNER
- CRD
- #4975004
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,999,895 | $192,986 |
| Non-Discretionary | $0 | $92,913 |
| Total | $59,999,895 | $183,514 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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