WANDERWEALTH INC.

WANDERWEALTH INC. is an SEC-registered investment adviser (CRD 141509). Regulatory assets under management: $5.3M.

Registration

• CRD: 141509
• Type: Registered investment adviser
• Phone: 919-280-1560
• Latest filing: 2026-03-24
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.3M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141509 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search