Nerdwallet Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

337328

SEC number

801-133943

Firm type

RIA

Assets under management

$262.8M as of Jun 30, 2026

Website

www.tiktok.com/company/@nerdwalletwealthpartners ↗

Phone

917-275-7821

Address

123 William Street, New York, NY, 10038

Advisors at this firm

14 in our index · page 1 of 1

• James Timothy BashallCRD 7815188 · New York, NY
  IA Registered
• Scott Connor BrazinaCRD 7988892 · New York, NY
  IA Registered
• Nicholas Andrew Seward ChurkovichCRD 8190192 · New York, NY
  IA Registered
• Michael E FishmanCRD 6356600 · New York, NY
  IA Registered
• Alexander KempCRD 7955009 · New York, NY
  IA Registered
• Michael Beau LetzterCRD 7345942 · New York, NY
  IA RegisteredRegistration inactive
• Isabella Dantas MccloskeyCRD 8155770 · New York, NY
  IA RegisteredRegistration inactive
• Peter Francis McginleyCRD 6653920 · New York, NY
  IA Registered
• Tracey Melissa RinaldiCRD 5291514 · New York, NY
  IA Registered
  Disclosure event(s) on record
• Joshua RubinCRD 7400695 · New York, NY
  IA RegisteredRegistration inactive
• Daniel Ryan SterlingCRD 4698010 · New York, NY
  IA Registered
• Lauren Debra SterlingCRD 5135668 · New York, NY
  IA Registered
• Christopher SchofieldCRD 7729544 · New York, NY
  IA RegisteredRegistration inactive
• William Ambrose ToczylowskiCRD 6528449 · New York, NY
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.