Nerad + Deppe Wealth Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

4250 Executive Sq Ste 545, La Jolla, Cal...

Phone Number

(858) 457-1325

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Nerad + Deppe Wealth Management

Nerad + Deppe Wealth Management is an independent fee-only wealth management firm based in La Jolla, CA. They specialize in managing investment portfolios and providing financial advice specifically for high net worth individuals. The firm's mission is to grow and protect clients' wealth over the long term through prudent and disciplined investment management. They operate without selling products or earning commissions, focusing solely on thoughtful financial advice.Explore more
Popular SearchesNerad + Deppe Wealth ManagementNerad + DeppeNerad + Deppe Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Nerad + Deppe Wealth Management Org Chart

PhoneEmail
SD
United States flag for contact location.

President & Portfolio Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nerad + Deppe Wealth Mana...

<$5M
11-50
Private
-
2009
SD
Steven DeppePresident & Portfolio Manager
$6.9M
11-50
Private
-
1983
Denise Lollis, Chief Operating Officer & Chief Compliance Officer at Greenwood Capital Associates
Denise LollisChief Operating Officer & Chief Compliance Officer
$6.5M
11-50
Private
-
1974
HM
Henry MercerChief Investment Officer
<$5M
11-50
Private
-
1988
TW
Terrence WeissPresident & Managing Director & Senior Wealth Advisor
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Nerad + Deppe Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Nerad + Deppe Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Nerad + Deppe Wealth Management.

Nerad + Deppe Wealth Management Tech Stack

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Nerad + Deppe Wealth Management News & Media

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Frequently Asked Questions Regarding Nerad + Deppe Wealth Management

What is Nerad + Deppe Wealth Management's official website?
Nerad + Deppe Wealth Management's official website is www.nd-wm.com
What is Nerad + Deppe Wealth Management's Revenue?
Nerad + Deppe Wealth Management's revenue is <$5 Million
What is Nerad + Deppe Wealth Management's SIC code?
Nerad + Deppe Wealth Management's SIC: 62,628
What is Nerad + Deppe Wealth Management's NAICS code?
Nerad + Deppe Wealth Management's NAICS: 52,523
How many employees does Nerad + Deppe Wealth Management have?
Nerad + Deppe Wealth Management has 11-50 employees
What industry does Nerad + Deppe Wealth Management belong to?
Nerad + Deppe Wealth Management is in the industry of: Finance, Securities Trading
What is Nerad + Deppe Wealth Management competition?
Nerad + Deppe Wealth Management top competitors include: Withum Wealth Management, Pillar Wealth Management, Weber Wealth Management, 1650 Wealth Management
What technology does Nerad + Deppe Wealth Management use?
Some of the popular technologies that Nerad + Deppe Wealth Management uses are: Constant Contact, Google Font API, Microsoft Dynamics CRM, Microsoft 365
How do I contact Nerad + Deppe Wealth Management?
Nerad + Deppe Wealth Management contact info: Phone number: (858) 457-1325 Website: www.nd-wm.com
What does Nerad + Deppe Wealth Management do?

Nerad + Deppe Wealth Management is an independent fee-only wealth management firm based in La Jolla, CA. They specialize in managing investment portfolios and providing financial advice specifically for high net worth individuals. The firm's mission is to grow and protect clients' wealth over the long term through prudent and disciplined investment... management. They operate without selling products or earning commissions, focusing solely on thoughtful financial advice.Read More

Is Nerad + Deppe Wealth Management a public company?
Nerad + Deppe Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Nerad + Deppe Wealth Management

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