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Home > Retirement Planners > california > la jolla > NERAD + DEPPE WEALTH MANAGEMENT
NERAD + DEPPE WEALTH MANAGEMENT
4250 Executive Square
Suite 545
La Jolla, California 92037
Tel: 858-457-1325
About NERAD + DEPPE WEALTH MANAGEMENT
NERAD + DEPPE WEALTH MANAGEMENT, formally registered with the SEC as NERAD + DEPPE WEALTH MANAGEMENT. The firm was established in 04/15/2022. They have over 1 offices throughout the country.
NERAD + DEPPE WEALTH MANAGEMENT is a La Jolla, California based Financial Planning firm with nearly $162,418,341 assets under management, offering retirement planning & investment advisory services to 645 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 151284 |
| SEC# | 801-123689 |
| Assets Managed by Firm | $162,418,341 |
| No. of Clients | 645 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 645 | $162,418,341 |
| Individuals (other than high net worth individuals) | 111 | $42,344,610 |
| High net worth individuals | 74 | $120,073,731 |
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