RIA Intel›Advisers›California›BONNIE WUSZ & ASSOCIATES, INC.

BONNIE WUSZ & ASSOCIATES, INC.

Advisory

N·ORANGE, CA

Data as of Jan 20, 2026 · Source: SEC Form ADV

Total AUM
$693M
1-Year AUM Growth
+18.3%
3-Year CAGR
+1.5%
Employees
2
Assets Under Management
Total AUM$693M
Discretionary AUM$0
Non-Discretionary AUM$693M
Discretionary %0%
Total Clients529
Team
Total Employees2
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record17
First FilingAug 8, 2016
Latest FilingJan 20, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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