RIA Intel›Advisers›California›WONDER WEALTH LLC

WONDER WEALTH LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA

#4,850

of 5,480 advisers by AUM

Average account

$121K

across 51 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, LA

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

1 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 CA

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

HEXEUM CAPITAL LLC

NEWPORT BEACH, CA

$6M

PLENTY FINANCIAL RIA, LLC

SAN FRANCISCO, CA

$6M

STERLING ADVISORY SERVICES, LLC

$6M

GLOBAL WEALTH MANAGEMENT

CORONA DEL MAR, CA

$6M

FROM PLANNING TO LIVING LLC

$6M

HARBORVIEW CAPITAL MANAGEMENT, LLC

$6M

Get the full picture on WONDER WEALTH LLC

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

Create a free account →See plans