CRD: 337328
Nerdwallet Wealth Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2025
- Office Locations
- 1
Office Locations
About Nerdwallet Wealth Partners, LLC
NerdWallet Wealth Partners is a fee-only, fiduciary wealth management firm that works primarily virtually. It provides personalized wealth planning, investment management, and ongoing financial coaching, including retirement planning, tax-planning guidance, insurance advice, and estate-planning coordination via third parties. Client assets are custodied at Schwab, with advisory fees starting at 0.9% and declining with assets.
Reported data analysis
What the numbers show
Between October 1, 2025 and July 9, 2026, reported AUM increased 11.3%, from $236.1M to $262.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 694 clients, or 63.1 clients per representative. That equates to $378.7K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on September 21, 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 Nerdwallet Wealth Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Nerdwallet Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
James Timothy Bashall
CHIEF OPERATING OFFICER
- CRD
- #7815188
- Ownership
- Less than 5%
Meredith Wood Clark
Chief Executive Officer, President
- CRD
- #7711694
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
Unlock allContacts
KARINA BALDIZON
--
- CRD
- #7340641
Scott Connor Brazina
--
- CRD
- #7988892
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $262,843,327 | $235,101 |
| Non-Discretionary | $0 | -- |
| Total | $262,843,327 | $235,101 |
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
Nerdwallet Wealth Partners, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Nerdwallet Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.