NEST EGG ETFS, LLC

CRD

332971

SEC file #

801-131316

EIN

454779500

DBA names

Nestyield Etfs

Economics

AUM

$517.3M

AUM band

$500M-$1B

AUM trajectory

—

Client mix

Investment Companies	3
Other Investment Advisers	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 3 advisors

'26 · 2 advisors

'25'26

3 advisors → 2 advisors▼ -33%

sec adv history

Primary office

DOWNEY CA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companies

Fee basis

% of AUMCommissions

Filings

Latest ADV filing

03/23/2026

ADV-W filed at

—

Website

nestyield.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

RAMOS, MANUEL

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

RAMOS, MANUEL

MCDEVITT, JOHN, THOMAS

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

NESTYIELD.COM

Rdap Domain Creation Date

2022-03-08T05:16:53Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

10,259

Form 5500 Compensation Trajectory 3y

2025

10,259

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

10,259

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001600064

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-02-27

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0002000324-26-001933

Edgar Form D Count

Edgar Form D Offerings

2022-07-112022-07-11 · 0001387131-22-007579

2014-02-272014-02-27 · 0001600064-14-000002

Edgar Former Names

Toroso Investments, LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1959

Soi Zip Pct 200k Plus

0.045

Soi Zip Returns 200k Plus

940

Soi Zip Total AGI

1,543,201

Fdic Zip Total Deposits

59,401,517,000

Fdic Zip Branch Count

469

Fdic Zip Top Banks

Bank of America, National Association

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

234 WEST FLORIDA STREETSUITE 700MILWAUKEE, WI 53204

Business

234 WEST FLORIDA STREETSUITE 700MILWAUKEE, WI 53204

Edgar EIN

454779500

Edgar Recent Filings

13F-HR2026-05-15 · 0002000324-26-001933

13F-HR2026-02-13 · 0001600064-26-000002

Fdic Zip Branches Raw

First Interstate Bank of CaliforniaDowney, CA

Home Savings of America, FSBDowney, CA

Fdic Zip HHI

700.86

Fdic Zip Top Bank Share Pct

15.82

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-08T05:16:53Z

Rdap Domain Last Changed

2026-03-09T10:45:46Z

Rdap Nameservers

Ns15.domaincontrol.comNs16.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	74,330
Returns	5,640

Stub 2

AGI	200,018
Returns	5,420

Stub 3

AGI	223,211
Returns	3,630

Soi Zip Total Business Income

48,466

Soi Zip Total Cap Gains

25,167

Soi Zip Total Dividends

7,853

Soi Zip Total Returns

20,880

Top Owner CRD

1956224

Trust Company Affiliate