# Barzideh & Nadeau Wealth Management LLC

> Barzideh & Nadeau Wealth Management LLC is a state-registered investment advisory firm in Barrington, IL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 334876
- Filed as: BARZIDEH & NADEAU WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Barrington, IL
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334876
- AdvisorCensus page: https://advisorcensus.com/firm/barzideh-and-nadeau-wealth-management-llc-barrington-il-334876

## Quick answers

**How is Barzideh & Nadeau Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Barzideh & Nadeau Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Barzideh & Nadeau Wealth Management LLC located?**
Barzideh & Nadeau Wealth Management LLC's principal office is in Barrington, IL, according to its Form ADV.

**Is Barzideh & Nadeau Wealth Management LLC registered with the SEC or a state?**
Barzideh & Nadeau Wealth Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334876.

**How much does Barzideh & Nadeau Wealth Management LLC manage?**
Barzideh & Nadeau Wealth Management LLC reports $59,999,895 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Barzideh & Nadeau Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (35).

**Does Barzideh & Nadeau Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334876

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $59,999,895
- Discretionary: $59,999,895
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $18,722,042 |
| High net worth individuals | 35 | $41,277,853 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bnwealth.com
- yelp.com/biz/barzideh-and-nadeau-wealth-management-llc
- Facebook @BN-Wealth-Services
- LinkedIn @barzideh-nadeau-wealth-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barzideh & Nadeau Wealth Management LLC (CRD 334876): Form ADV filing data as of October 2026.