LP Profile

Nerad + Deppe Wealth Management

Also known as nerad and deppe wealth

Wealth ManagerLa Jolla, United StatesFounded 2009
$176M
Assets Under Management
La Jolla
Headquarters
Investment Focus

About Nerad + Deppe Wealth Management

Nerad + Deppe Wealth Management is an independent, fee-only wealth management firm based in La Jolla, California, founded in 2009. It lists about $176 million in assets under management. The firm manages investment portfolios and provides financial advice for high net worth individuals, with a stated mission of growing and protecting client wealth over the long term. It describes a combination of prudent financial planning and disciplined, rules-based investing, and says it sells no products and earns no commissions. It serves clients in San Diego and beyond.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Nerad + Deppe Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$176.3M
Total Clients
613
Filing Date
February 2, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Nerad + Deppe Wealth Management?

Nerad + Deppe Wealth Management is a wealth manager based in La Jolla, United States, managing approximately $176M in assets.

Where is Nerad + Deppe Wealth Management headquartered?

Nerad + Deppe Wealth Management is headquartered in La Jolla, United States.

How much does Nerad + Deppe Wealth Management manage?

Nerad + Deppe Wealth Management manages approximately $176M in assets under management.

When was Nerad + Deppe Wealth Management founded?

Nerad + Deppe Wealth Management was founded in 2009.

How can I contact Nerad + Deppe Wealth Management?

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