Jeremy Nadel
Nadel Private Wealth · San Jose, California
Jeremy Nadel is a fee-only financial advisor at Nadel Private Wealth in San Jose, California. Nadel Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nadel Private Wealth |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.7M across 7 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8066432 |
| Exams passed | Series 66 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jeremy's firm compares
- Nadel Private Wealth's average account is about $529,000, from its Form ADV (assets managed divided by 7 accounts).
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Questions about Jeremy
Is Jeremy Nadel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Nadel Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeremy charge for financial advice?
Jeremy's firm, Nadel Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jeremy Nadel based?
Jeremy Nadel is based in San Jose, California.
Is Jeremy Nadel registered with the SEC?
Yes. Jeremy Nadel is registered as an investment adviser representative in CA (CRD 8066432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nadel Private Wealth manage?
Nadel Private Wealth reports $3.7M across 7 accounts in assets under management.
How do I contact Jeremy Nadel?
Contact details aren't on file yet. Search for Nadel Private Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Jose
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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