WANDER FINANCIAL SERVICES, LLC

WANDER FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 151534). Regulatory assets under management: $43.0M.

Registration

• CRD: 151534
• Type: Registered investment adviser
• Phone: 6462201237
• Latest filing: 2026-04-18
• Regulatory AUM: $43.0M
• Discretionary AUM: $31.4M
• Non-discretionary AUM: $11.6M
• Clients: 2
• Accounts: 34

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151534 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search