NerdWallet Wealth Partners

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NerdWallet Wealth Partners — overview

About

NerdWallet Wealth Partners is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, financial coaching, retirement planning, estate planning, wealth planning, investment management, portfolio management, and wealth management. The wealth manager advises individuals, high-net-worth individuals, and charitable organizations. NerdWallet Wealth Partners has acquired Future You Wealth LLC in Q2 2025.

NerdWallet Wealth Partners - known decision makers (8)

Position	Location	Asset Class
Financial Planner	New York, US	RE
Investment Adviser Representative	New York, US	RE
Partner	New York, US	RE
Partner	New York, US	GEN
Wealth Advisor	New York, US	RE

Showing 5 of 8 known decision makers NerdWallet Wealth Partners

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