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

More Retirement Planning firms in La Jolla, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

Explore More Retirement Advisors in La Jolla, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.