# NERDWALLET WEALTH PARTNERS, LLC

NERDWALLET WEALTH PARTNERS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 337328
- Type: SEC-registered investment adviser
- SEC file number: 801-133943
- Location: 123 WILLIAM STREET, 21ST FLOOR, NEW YORK, NY, 10038
- Phone: 917-275-7821
- Latest filing: 2026-07-09
- Regulatory AUM: $262.8M
- Discretionary AUM: $262.8M
- Clients: 23
- Accounts: 1,118

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Ryan Sterling | CEO | — |
| Meredith Wood Clark | PRESIDENT | — |
| Lauren Debra Sterling | CHIEF OF STAFF | New York, NY |
| Deeann Marie Mays | CHIEF COMPLIANCE OFFICER | — |
| Tim Chao-Ming Chen | OWNER | — |
| James Timothy Bashall | CHIEF OPERATING OFFICER | — |
| Scott C Huang | BOARD MEMBER | — |
| Robert M Ferris | BOARD MEMBER | — |
| Papa Gyan-Baffour | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337328/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337328/similar
- Related entities: https://search.stillhousedata.com/firm/337328/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337328

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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.