RIA Intel›Advisers›North Carolina›WANDERWEALTH INC.

WANDERWEALTH INC.

Advisory

NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$266K

across 20 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

13 clients

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

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Advisers of similar size in NC

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

AMERITRUST INVESTMENTS OF NORTH CAROLINA, LLC

FAYETTEVILLE, NC

$5M

DREAM LIFE WEALTH MANAGEMENT LLC

$5M

HAVEN CAPITAL ADVISORS, LLC

$5M

$5M

J W ENGLISH INVESTMENT MANAGEMENT SERVICES LLC

$6M

WEALTH MANAGEMENT ADVISORS, LLC

$6M

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