This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 11-09-2009
- Office Locations
- 1
Office Locations
About Nerad + Deppe Wealth Management
Nerad + Deppe Wealth Management is an independent, fee-only wealth management firm providing financial planning and discretionary portfolio management for high-net-worth individuals, including entrepreneurs. The firm emphasizes disciplined, rules-based investing and long-term wealth protection, implementing diversified allocations using mutual funds/ETFs and fixed income. Custody is through Fidelity/NFS.
Reported data analysis
What the numbers show
Between February 3, 2025 and February 2, 2026, reported AUM increased 8.5%, from $162.4M to $176.3M.
Across 5 reported observations, AUM increased 50.0% between August 12, 2022 and February 2, 2026, from $117.5M to $176.3M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 177 clients, or 88.5 clients per representative. That equates to $996.0K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Nerad + Deppe Wealth Management's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Nerad + Deppe Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEVEN JAMES DEPPE
Financial Advisor, General Partner, Managing Member
- CRD
- #4658856
- Ownership
- 50% but less than 75%
RICHARD EDWARD NERAD
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4666376
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,299,070 | $287,600 |
| Non-Discretionary | $0 | -- |
| Total | $176,299,070 | $287,600 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Nerad + Deppe Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nerad + Deppe Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.