W
$6.2M Total AUM
$6.2M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2021
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About Wonder Wealth LLC
Wonder Wealth LLC is a SAN Diego-based RIA. The firm has been operating for 4 years. Managing $6.2M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
38 AVG AGE
$3.1M AVG AUM / ADVISOR
$123.8K AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHAN SETH GRANNICK
Chief Compliance Officer, Founder
- CRD
- #5929292
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,190,305 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,190,305 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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