Nerad + Deppe Wealth Management
SEC RegisteredPrudent Financial Planning + Disciplined Rules-Based Investing
About the firm
Nerad + Deppe Wealth Management is an independent fee-only wealth management firm. We manage investment portfolios and provide financial advice for high net worth individuals. Our mission is to grow and protect our clients' wealth over the long term.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management and financial advice; no products, no commissions — only prudent and thoughtful investment management and financial advice.
Who they serve
High net worth individuals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 103 | $38M |
| High Net Worth Individuals | 74 | $138M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nerad + Deppe Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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