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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-02-2006
- Office Locations
- 1
Office Locations
About Wanderwealth Inc.
WanderWealth Inc. is a fee-only, fiduciary RIA founded by CFP® Tommy Sikes serving travel-focused Americans—expat retirees, digital nomads, long-term travelers and Americans abroad. The firm provides discretionary investment management using passive, low-cost, diversified ETFs with periodic rebalancing, and may employ a momentum stock strategy inside tax-deferred accounts. Relationships are built for remote, asynchronous communication via online video calls, with accounts custodied at Altruist.
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Client Personas
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Owner & Executives
THOMAS EDWARD SIKES III
Owner, President
- CRD
- #4651617
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,327,880 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,327,880 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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