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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-28-2008
- Office Locations
- 1
Office Locations
About Nardene Wealth Management INC
Nardene Wealth Management provides personalized investment management and financial planning for retail investors, including 401(k) services, rollovers and Roth IRAs, and coordination with qualified attorneys on trusts and wills. Led by founder Michael Ching, a former Charles Schwab award-winning broker with deep fixed-income experience, the firm builds strategies across stocks, mutual funds and bonds and offers faith-based BRI model portfolios through Christian Wealth Management; Ching is also a Dave Ramsey SmartVestor Pro.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 800 clients, or 800 clients per representative. That equates to $100.0K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Vehicles
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Owner & Executives
MICHAEL PAUL CHING
Founder, President
- CRD
- #2051991
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Nardene Wealth Management INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.