WENDT FINANCIAL ADVISORS, LLC

WENDT FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 308918). Regulatory assets under management: $87.7M.

Registration

• CRD: 308918
• Type: Registered investment adviser
• Phone: 269-832-0073
• Latest filing: 2026-03-31
• Regulatory AUM: $87.7M
• Discretionary AUM: $87.7M
• Clients: 1
• Accounts: 40

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 308918 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search