Nerad And Deppe Wealth Management

Nerad And Deppe Wealth Management (CRD# 151284) is a financial advisory firm headquartered in San Diego, CA. They manage $44,500,000 in 445 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    445
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Nerad And Deppe Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Steven J. Deppe
CRD#: 4658856
8910 University Center Lane, Suite 645, San Diego, CA 92122
93
Wealthminder
score

Steven Deppe (CRD# 4658856) is an Investment Advisor Representative working at Nerad And Deppe Wealth Management in San Diego, CA and has over 13 years of experience in the finance industry.

2
Richard E. Nerad
CRD#: 4666376
8910 University Center Lane, Suite 645, San Diego, CA 92122
93
Wealthminder
score

Richard Nerad (CRD# 4666376) is an Investment Advisor Representative working at Nerad And Deppe Wealth Management in San Diego, CA and has over 13 years of experience in the finance industry.

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