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Est. 2026The front page of wealth managementNew York

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President · Nerdwallet Wealth Partners, LLC

Meredith W. Clark

CRD 7711694 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Nerdwallet Wealth Partners, LLC, an SEC-registered wealth manager based in New York, NY with $263 million in regulatory assets, lists Meredith W. Clark on its Form ADV as President, a control person. The SEC filings also name Meredith at 1 other registered adviser.

Firms and roles

AtlasMembers

Meredith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Meredith on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Meredith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.