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Nerad + Deppe Wealth Management

Nerad + Deppe Wealth Management. CRD 151284

Nerad + Deppe Wealth Management logo

CRD: 151284

Nerad + Deppe Wealth Management

LA Jolla, CA, 92037
8584571325
nd-wm.com
$176.3M Total AUM
$176.3M Disc. AUM
14.8% 3Y CAGR
2 Employees
177 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
ZenithUnison beacon +more
Established Date
11-09-2009
Office Locations
1

Office Locations

4250 Executive Square Suite 545 LA Jolla CA

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.

Team overview

42 AVG AGE
$88.1M AVG AUM / ADVISOR
$996.0K AVG AUM / CLIENT
6.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age

Insights

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Asset Classes

Alpha atlas Pioneer bridge Signal ember

Client Personas

Focus ember

Custodian

Element

Investment Themes

Peak vital Signal timber Value Element

Investment Vehicles

Oak

Platform

Horizon glacier

Services

Frontier meridian Wave wave Horizon element Fusion Quantum oak Capital

Technology

Beacon crest North value Meridian

Owner & Executives

S

STEVEN JAMES DEPPE

Financial Advisor, General Partner, Managing Member

CRD
#4658856
Ownership
50% but less than 75%
(507) 744-1188
meridian.north@optimacapital.com
in linkedin.com/in/peak-quantum
R

RICHARD EDWARD NERAD

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#4666376
Ownership
50% but less than 75%
(786) 840-2110
glacier.pioneer@quantumcapital.com
in linkedin.com/in/pioneer-summit

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-12-2022
02-28-2023
02-05-2024
02-03-2025
02-02-2026
Category Assets AVG. Account size
Discretionary $176,299,070 $287,600
Non-Discretionary $0 --
Total $176,299,070 $287,600

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Separately Managed Accounts

Total SMA Asset: $176,299,070

$176.3M Total SMA
Public Funds:
32.2%
Equity - Exchange:
24.6%
U.S. Government/Agency:
6.9%
Cash:
36.3%
Asset class Assets Assets %
Public Funds $1,284,187,958 32.2%
Equity - Exchange $981,087,695 24.6%
U.S. Government/Agency $275,183,134 6.9%
Cash $1,447,702,574 36.3%
Total $3,988,161,361 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MERIDIAN CATALYST TIMBER WAVE 8V5DSZ4ST DNXT 9.49% $107,380,394
NORTH UNISON ELEMENT ALPHA TKDU03Z4S LCMM 11.77% $119,905,386
MOMENTUM UNISON WAVE FOCUS U0MJL0XDZ KVLNU 1.41% $16,475,300
MERIDIAN ZENITH BRIDGE ALPHA AQIF7CHDG AFJPQ 10.57% $104,218,341
CAPITAL CATALYST ELEMENT SUMMIT 2D2LUTTPN DZIO 8.47% $15,646,518
MOMENTUM FOCUS PATHWAY CATALYST B8WTHV9F1 WSSOM 6.44% $25,359,198
PEAK VITAL FOUNDATION CREST WAVE 5LJH2ZMKU MGA 2.46% $102,631,483
LEGACY CREST PEAK OPTIMA ELEMENT JT9LIEY45 YVQDU 10.76% $57,553,967

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