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- Custodian
- Alerus · Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- WaveCrest +more
- Established Date
- 08-11-2020
- Office Locations
- 2
Office Locations
About Eighth Wonder Investments
Eighth Wonder Investments is a Fargo, ND-based RIA serving individuals with customized financial planning and investment solutions. The firm manages portfolios with an ETF-centric, asset-allocation approach and can incorporate socially responsible preferences. Planning support includes retirement, estate and insurance coordination, and custody/implementation can be handled through Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Nathan V Bremer
Financial Planner, Founder, Managing Member
- CRD
- #7185266
- Ownership
- 50% but less than 75%
Joseph Daniel Keimig
Chief Compliance Officer, Financial Advisor
- CRD
- #6955307
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,848,399 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,848,399 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,848,399
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,294,975,205 | 31.1% |
| Public Funds | $924,387,445 | 22.2% |
| Cash | $1,124,255,001 | 27.0% |
| Corporate - Investment Grade | $820,289,760 | 19.7% |
| Total | $4,163,907,411 | 100.0% |