Nardene Wealth Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$80,000,000
Clients
400
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
400
Very HighAverage account size
$200,000
About
Nardene Wealth Management serves a broad mix of individual clients — including many high-net-worth households — as well as small businesses, charities and small pension plans, offering investment management, financial planning (tax, insurance, retirement and estate) and budget-planning services. The firm reports managing about $80 million in discretionary assets and describes itself as a rapidly growing start-up financial company.
The firm provides discretionary portfolio management using general securities (stocks, bonds), mutual funds/ETFs, government securities and options, combining fundamental and technical analysis and weekly portfolio reviews to tailor strategies to clients’ goals, cash needs and risk tolerances. For exposures the firm does not manage directly, it identifies and monitors third-party money managers for alternative investments and offers premium systematic strategies for eligible clients.
Distinctive features include a client base of roughly 400 accounts — a client load per advisor that is notably high relative to independent-firm peers — and formal affiliations with other advisers and product partners: the firm acts as a paid solicitor for other firms, receives a portion of fees from recommended money managers, and engages external advertisers. It also works with institutional-type clients (small pension clients) in addition to individuals, and the firm discloses that it does not accept commissions and does not vote client securities.
Client services
Financial planning
Portfolio management
Budget plan consulting services
Expertise
Passive / index investing
Active portfolio management
Private / alternative investments
Fee options
0.5% to 2.0% annually (negotiable, depending on size and complexity)
Up to $250/hour, negotiable
Fee-only: Written financial plans from $200 to $2,000 based on complexity; hourly fees up to $250/hour (negotiable)
Main office location
Nardene Wealth Management Inc
3130 Balfour Rd, Ste D 436
Brentwood CA 94513, United States
Number of offices
2
Most active in
Nardene Wealth Management Inc has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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