NARDENE WEALTH MANAGEMENT INC

NARDENE WEALTH MANAGEMENT INC of BRENTWOOD, CA is an SEC-registered investment adviser (CRD 148528). Regulatory assets under management: $80.0M.

Registration

• CRD: 148528
• Type: Registered investment adviser
• Location: 3130 BALFOUR RD, BRENTWOOD, CA, 94513
• Phone: 925-588-9397
• Latest filing: 2026-03-25
• Regulatory AUM: $80.0M
• Discretionary AUM: $80.0M
• Clients: 1
• Accounts: 400

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148528 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search