NDWM LLC

NERAD + DEPPE WEALTH MANAGEMENT
LA JOLLA, California·2 registered advisors·CRD# 151284
SEC# 801-1236890858-457-1325
01

Firm Overview

AUM
$134M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NDWM LLC

2 registered advisors
Richard Edward Nerad
LA JOLLA, California
Steven James Deppe
LA JOLLA, California
05

Office Locations

LA JOLLA, California
2 advisors

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Data sourced from SEC Form ADV filings. NDWM LLC (CRD# 151284) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.