RIA Intel›Advisers›New York›WANDER FINANCIAL SERVICES, LLC

WANDER FINANCIAL SERVICES, LLC

Advisory

NY

Data as of Apr 18, 2026 · Source: SEC Form ADV

Rank in NY

#4,518

of 5,722 advisers by AUM

Average account

$1M

across 34 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 18, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$43M

Discretionary AUM$31M

Non-Discretionary AUM$12M

Discretionary %73%

Total Clients34

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

34 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

EAGLE STEWARD WEALTH MANAGEMENT LLC

$43M

STUYVESANT CAPITAL MANAGEMENT CORPORATION

$43M

RADIUM ASSET MANAGEMENT, LLC

$43M

CANTOR ADVISORS, L.P.

$43M

MAXIMUS LONG SHORT EQUITY MANAGEMENT, LP

$43M

JMC ASSET MANAGEMENT LLC

$43M

Get the full picture on WANDER FINANCIAL SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track WANDER FINANCIAL SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans