# BONNIE WUSZ & ASSOCIATES, INC.

BONNIE WUSZ & ASSOCIATES, INC. of ORANGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 116471
- Type: SEC-registered investment adviser
- SEC file number: 801-108260
- Location: 3111 N. TUSTIN STREET, SUITE 215, ORANGE, CA, 92865
- Phone: 714-998-2077
- Latest filing: 2026-01-20
- Regulatory AUM: $692.8M
- Non-discretionary AUM: $692.8M
- Clients: 5
- Accounts: 1,229

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Matthew David Rothchild | CHIEF COMPLIANCE OFFICER | — |
| Bonnie Sue Wusz | PRESIDENT (SECRETARY AND CFO); TRUSTEE | — |
| Timothy Nmn Wusz | TRUSTEE; VICE PRESIDENT | — |
| Laurel Anne Hackett | FINANCIAL ADVISOR | — |
| Tina Louise Mitchell | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| HACKETT LAUREL ANNE | CHIEF COMPLIANCE OFFICER; FINANCIAL ADVISOR | — |
| WUSZ BONNIE SUE | PRESIDENT (SECRETARY AND CFO); TRUSTEE | — |
| WUSZ TIMOTHY NMN | TRUSTEE; VICE PRESIDENT | — |
| WUSZ TIMOTHY | TRUSTEE; VICE PRESIDENT | — |
| HAARBERG CARRIE CHEREE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/116471/brochure
- Similar advisers: https://search.stillhousedata.com/firm/116471/similar
- Related entities: https://search.stillhousedata.com/firm/116471/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/116471

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.