Nerad + Deppe Wealth Management

Nerad + Deppe Wealth Management (CRD# 151284) is a financial advisory firm headquartered in La Jolla, CA. They manage $133,857,339 in 616 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4250 Executive Square, Suite 545, La Jolla, CA 92037
https://www.nd-wm.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $217,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NJ, NY, TX

Financial Advisors at Nerad + Deppe Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Steven Deppe, financial advisor La Jolla CA
Steven J. Deppe
CRD#: 4658856
4250 Executive Square, Suite 545, La Jolla, CA 92037

Steven Deppe (CRD# 4658856) is an Investment Advisor Representative working at Nerad + Deppe Wealth Management in La Jolla, CA and has over 20 years of experience in the finance industry.

2
Richard Nerad, financial advisor La Jolla CA
Richard E. Nerad
CRD#: 4666376
4250 Executive Square, Suite 545, La Jolla, CA 92037

Richard Nerad (CRD# 4666376) is an Investment Advisor Representative working at Nerad + Deppe Wealth Management in La Jolla, CA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals