NERDWALLET WEALTH PARTNERS, LLC

CRD 337328File 801-133943

APPROVED

Retail clients

Filing as of Sep 21, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$262.8M

Below cohort median (national)

Discretionary AUM

$262.8M

Clients

694

1,118 accounts

Employees

Below cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 13, 2025
Principal office: 123 WILLIAM STREET, 21ST FLOOR, NEW YORK, NY, 10038
Phone: 917-275-7821
Website: https://www.nerdwalletwealthpartners.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $262.8M
Discretionary AUM: $262.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,118
Non-discretionary accounts: 0
Total accounts: 1,118
AUM per client: $379K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	47	$109.6M
Individuals (other than high net worth individuals)	647	$153.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	10	23	increased by13
Apr 1, 2026	Clients	407	694	increased by287
Apr 1, 2026	AUM	$236,118,186	$262,843,327	increased by$26,725,141
Apr 1, 2026	Accounts	1,014	1,118	increased by104
Dec 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 “NERDWALLET WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NERDWALLET WEALTH” 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.