A complete list of active advisors currently associated with Nadel Private Wealth LLC

Warmer can help you find a great advisor at Nadel Private Wealth LLC or one who fits your needs even better.

Nadel Private Wealth provides non-discretionary portfolio management and standalone financial planning services to individual and high‑net‑worth clients. The firm advises across a broad range of securities and investment types, including mutual funds, ETFs, fixed income, real estate funds, annuities, private placements, and venture capital interests. The firm documents client objectives in individualized Investment Policy Statements and applies multiple analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and uses both long‑ and short‑term trading approaches. Nadel Private Wealth does not exercise trading discretion: clients retain final approval of transactions, the firm requires specified custodians, and it does not aggregate block trades across client accounts. Uncommonly for a firm in this category, Nadel Private Wealth offers project‑based financial planning engagements with both fixed‑fee and hourly fee arrangements in addition to its asset‑based advisory services. The firm also reports no assets under management and no active SEC‑registered advisors at this time, does not serve as a private fund adviser, and does not utilize third‑party investment managers, which may be relevant for clients seeking pooled or delegated investment solutions.

To learn more about the advisors currently working at Nadel Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeremy Nadel	San Jose, CA	1

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support