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Steven James Deppe

NDWM LLC·LA JOLLA, California
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4250 EXECUTIVE SQUARE, LA JOLLA, CA 92037CRD# 4658856Firm CRD# 151284
01

About

Steven James Deppe is a registered financial advisor based in LA JOLLA, California, affiliated with NDWM LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NDWM LLC
NERAD + DEPPE WEALTH MANAGEMENT
AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NDWM LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4658856
Firm CRD# 151284
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven James Deppe offer?
Steven James Deppe specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are Steven James Deppe's credentials?
Steven James Deppe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven James Deppe located?
Steven James Deppe is based in LA JOLLA, California, working with NDWM LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Steven James Deppe charge for services?
Steven James Deppe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NDWM LLC?
NDWM LLC has approximately 2 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Edward Nerad
LA JOLLA, CA

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Research
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