← Directory
NESTYIELD ETFS
Legal name: NEST EGG ETFS, LLC
CRD 332971File 801-131316
APPROVED
Filing as of Mar 23, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.