CRD: 337328
Nerdwallet Wealth Partners, LLC
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- Custodian
- Apex ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Oak emberElement +more
- 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.
Team overview
Insights
Accredited Investors
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CRM
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Investment Themes
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Owner & Executives
James Timothy Bashall
CHIEF OPERATING OFFICER
- CRD
- #7815188
- Ownership
- Less than 5%
Meredith Wood Clark
Advisor, Chief Executive Officer, President
- CRD
- #7711694
- Ownership
- Less than 5%
Delta eagle
Fusion optima north
- CRD
- #16299
- Ownership
- 29.0%
Showing 2 of 6 owners & executives
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Scott Connor Brazina
--
- CRD
- #7988892
Nicholas Andrew Seward Churkovich
--
- CRD
- #8190192
Oak optima
Atlas pathway vertex
- CRD
- #67617
Showing 2 of 18 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 |
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Separately Managed Accounts
Total SMA Asset: $262,843,327
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,237,276,647 | 14.5% |
| Equity - Exchange | $631,437,737 | 7.4% |
| Municipal Bonds | $1,723,654,363 | 20.2% |
| Cash | $836,228,355 | 9.8% |
| Corporate - Investment Grade | $1,936,977,923 | 22.7% |
| Private Funds | $2,167,367,368 | 25.4% |
| Total | $8,532,942,393 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL WAVE | OPTIMA TIMBER | SD6P4N908 | ZOMCE | 9.04% | $52,692,658 |
| HARBOR BEACON | OPTIMA ATLAS | 0SR1B1AR8 | MMZKU | 10.13% | $105,143,877 |
| ELEMENT TIMBER | PRIME BEACON | BNIBKQSUA | UBV | 6.26% | $59,209,447 |
| HARBOR RADIAL | UNISON MERIDIAN | JC7Q4OCUB | ZUTHR | 4.06% | $2,094,647 |
| SUMMIT ATLAS | CAPITAL VECTOR | U60824J9E | NQZEL | 12.57% | $85,344,416 |
| SIGNAL MERIDIAN OPTIMA | LEGACY PEAK | XHW78CUN2 | AMA | 8.89% | $92,557,244 |
| VERTEX ALPHA SIGNAL | LEGACY FUSION | MYMJ6WLF3 | HVL | 1.92% | $105,134,604 |
| VITAL FOUNDATION | CREST HORIZON | KR2R6OTRB | NKT | 7.71% | $64,110,478 |