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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorEagle vertex +more
- Established Date
- 04-22-2019
- Office Locations
- 1
Office Locations
About Gunder Wealth Management, LLC
Gunder Wealth Management is a fee-only, fiduciary financial planning firm in metro Detroit serving busy, successful individuals and families nationwide via a tech-enabled service model. The team builds personalized, holistic plans and aligned investment portfolios, with ESG options available, and no account minimum—useful for onboarding clients at any asset level.
Team overview
Insights
Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ashlee Isola deSteiger
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #5926327
- Ownership
- 50% but less than 75%
JOSEPH GEORGE DESTEIGER
Financial Advisor, General Partner, Owner
- CRD
- #6241211
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,005,772 | $217,627 |
| Non-Discretionary | $12,966,639 | $2,161,107 |
| Total | $138,972,411 | $237,560 |
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Separately Managed Accounts
Total SMA Asset: $138,972,411
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,569,355,746 | 29.4% |
| Equity - Exchange | $5,086,275,660 | 58.2% |
| Cash | $1,083,673,852 | 12.4% |
| Total | $8,739,305,258 | 100.0% |