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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

NERDWALLET ADVISORY

NERDWALLET ADVISORY LLC, CRD 325767

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2062a5b0-2df8-72d0-beb4-fb4bc8948b5c

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 8
On other graphs: 0
Observed: Apr 14, 2023 to Aug 6, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 6
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-127978
CRD: 325767
Filings on the tape: 20
First filed: Apr 14, 2023
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, DE
Website: match.nerdwalletadvisors.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Clark, Meredith, Wood	CHIEF EXECUTIVE OFFICER	Na	yes	03/2023	Apr 14, 2023	Dec 20, 2024
NERDWALLET, INC.	Owner	E	yes	08/2015	Apr 14, 2023	Dec 20, 2024
CHEN, TIM, CHAO-MING	Ceo	E	no	03/2010	Apr 14, 2023	Dec 20, 2024
MAYS, DEEANN, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	08/2024	Aug 12, 2024	Dec 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 19, 2026	$0	$0	6	1	0	n/a	n/a
2024	Feb 27, 2025	$0	$0	3	1	0	n/a	n/a
2023	Feb 20, 2024	n/a	n/a	3	1	1	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	6	3	0	0

Relationships

Registered with (3)

← MAGDALENA DOEMENYAdvisorregistration: previous registration
Nov 7, 2023 to Dec 20, 2024factForm ADV
← Mark Christopher Toreja ReyesAdvisorregistration: previous registration
Apr 16, 2024 to Dec 20, 2024factForm ADV
← Heather Nicole ComellaAdvisorregistration: previous registration
Feb 29, 2024 to Dec 20, 2024factForm ADV

Controls (2)

← Clark, Meredith, WoodOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Apr 14, 2023 to Dec 20, 2024factForm ADV
← NERDWALLET, INC.OwnerOWNER, ownership code E, domestic entity
Apr 14, 2023 to Dec 20, 2024factForm ADV

Owns (2)

← CHEN, TIM, CHAO-MINGOwnerCEO, ownership code E, individual
Apr 14, 2023 to Dec 20, 2024factForm ADV
← MAYS, DEEANN, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 12, 2024 to Dec 20, 2024factForm ADV

Dated events

Occurred
Dec 20, 2024
Advisor changed firm
Mark Christopher Toreja Reyes left Nerdwallet Advisory for Nectarine (registered 2025-01-13)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Advisor changed firm
Heather Nicole Comella left Nerdwallet Advisory for Folsom Wealth Advisors (registered 2024-02-29)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2024
Advisor changed firm
Magdalena Doemeny left Nerdwallet Advisory for Farther (registered 2026-01-01)
Form ADVobserved 5 days ago
Occurred
Aug 12, 2024
Control person left
Niel Jeremy Armstrong (Chief Compliance Officer) no longer on Schedule A of Nerdwallet Advisory (listed 2024-07-01, absent 2024-08-12)
Form ADVobserved 5 days ago
Occurred
Aug 12, 2024
Control person left
Jaiwon Jane Bang (Chief Operating Officer) no longer on Schedule A of Nerdwallet Advisory (listed 2024-07-01, absent 2024-08-12)
Form ADVobserved 5 days ago
Occurred
Oct 13, 2023
Control person joined
Jaiwon Jane Bang (Chief Operating Officer) appeared on Schedule A of Nerdwallet Advisory
Form ADVobserved 5 days ago
Occurred
Oct 13, 2023
Control person left
R Joseph Fahr (Chief Revenue Officer; Operations Director) no longer on Schedule A of Nerdwallet Advisory (listed 2023-04-14, absent 2023-10-13)
Form ADVobserved 5 days ago
Occurred
Apr 14, 2023
First Form ADV filing
Nerdwallet Advisory filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2062a5b0-2df8-72d0-beb4-fb4bc8948b5c
First observed: Apr 14, 2023
Last observed: Aug 6, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NERDWALLET ADVISORY

NERDWALLET ADVISORY LLC, CRD 325767

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2062a5b0-2df8-72d0-beb4-fb4bc8948b5c

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Clark, Meredith, Wood

CHIEF EXECUTIVE OFFICER

yes

03/2023

Apr 14, 2023

Dec 20, 2024

NERDWALLET, INC.

Owner

yes

08/2015

Apr 14, 2023

Dec 20, 2024

CHEN, TIM, CHAO-MING

Ceo

03/2010

Apr 14, 2023

Dec 20, 2024

MAYS, DEEANN, MARIE

CHIEF COMPLIANCE OFFICER

08/2024

Aug 12, 2024

Dec 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 19, 2026

n/a

2024

Feb 27, 2025

n/a

2023

Feb 20, 2024

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a