# NERDWALLET ADVISORY

NERDWALLET ADVISORY of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 325767
- Type: SEC-registered investment adviser
- SEC file number: 801-127978
- Location: 4150 N DRINKWATER BLVD., SCOTTSDALE, AZ, 85251
- Phone: 415-549-8913
- Latest filing: 2026-08-06
- Clients: 6

## Business model

- Compensation: Other
- Clients served: Charities, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Meredith Wood Clark | CHIEF EXECUTIVE OFFICER | — |
| Deeann Marie Mays | CHIEF COMPLIANCE OFFICER | — |
| Tim Chao-Ming Chen | CEO | — |
| MAYS ELISABETH MARIE | CHIEF COMPLIANCE OFFICER | — |
| ARMSTRONG JEREMY NIEL | CHIEF COMPLIANCE OFFICER | — |
| CHEN TIM CHAO-MING | CEO | — |
| Clark Meredith Wood | CHIEF EXECUTIVE OFFICER | — |
| Bang Jane Jaiwon | CHIEF OPERATING OFFICER | — |
| FAHR JOSEPH R | CHIEF REVENUE OFFICER; OPERATIONS DIRECTOR | — |
| Dempsey DeeAnn | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325767/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325767/similar
- Related entities: https://search.stillhousedata.com/firm/325767/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325767

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.