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NERAD + DEPPE WEALTH MANAGEMENT
NDWM LLC
CRD 151284 · SEC 801-123689
4250 EXECUTIVE SQUARE, SUITE 545, LA JOLLA, CA, 92037, United States
Phone
858-457-1325
Fax
858-457-1374
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.3M
Discretionary AUM
$176.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $38.0M |
| High net worth individuals | 74 | $138.3M |
States served
CA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD