$87.7M Total AUM
$87.7M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2020
- Office Locations
- 1
Office Locations
-- Battle Creek MI
About Wendt Financial Advisors, LLC
Wendt Financial Advisors is a fee-only RIA serving families nationwide, focused on retirement-centered financial planning and ongoing investment management. The firm does not accept securities or insurance commissions and schedules at least three client meetings per year. Portfolios are built largely with mutual funds and ETFs, with custody at Charles Schwab.
Team overview
55 AVG AGE
$87.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
TIMOTHY MICHAEL WENDT
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2916521
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,675,295 | -- |
| Non-Discretionary | $0 | -- |
| Total | $87,675,295 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing