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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-29-2020
- Office Locations
- 1
Office Locations
About Wealthdevs
WealthDevs is a Santa Cruz, CA RIA founded by CPA Michael Wunsch, offering integrated wealth management for clients who want their full financial life handled under one fee. The firm combines financial and tax planning with portfolio construction and active asset allocation across public funds, ETFs, and fixed income, with risk management plus charitable and estate planning support. Custodies with Charles Schwab.
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Investment Themes
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Owner & Executives
Michael John Wunsch
Chief Compliance Officer, Investment Advisor, Owner
- CRD
- #7299432
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,930,611 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,930,611 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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