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NESTYIELD ETFS
Legal name: NEST EGG ETFS, LLC
CRD 332971File 801-131316
APPROVED
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$517.3M
Above cohort median (national)
Discretionary AUM
$517.3M
Clients
4
3,033 accounts
Employees
3
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Oct 18, 2024
- Principal office
- 8141 2ND STREET, SUITE 305, DOWNEY, CA, 90241
- Phone
- 866-475-5050
- Website
- HTTPS://WWW.NESTYIELD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $517.3M
- Discretionary AUM
- $517.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,033
- Non-discretionary accounts
- 0
- Total accounts
- 3,033
- AUM per client
- $129.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $185.0M |
| Other investment advisers | 1 | $332.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $519,000,000 | $517,315,000 | decreased by$1,685,000 |
| Apr 1, 2026 | Accounts | 2,892 | 3,033 | increased by141 |
| Jan 1, 2026 | Clients | 1 | 4 | increased by3 |
| Jan 1, 2026 | AUM | $0 | $519,000,000 | increased by$519,000,000 |
| Jan 1, 2026 | Accounts | 0 | 2,892 | increased by2,892 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NESTYIELD ETFS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NESTYIELD ETFS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.