W
$7.3M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-17-2023
- Office Locations
- 1
Office Locations
-- Seven Fields PA
About Wuenschell Financial Services LLC
Wuenschell Financial Services LLC is a Seven Fields-based RIA. The firm has been operating for 3 years. Managing $7.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$7.3M AVG AUM / ADVISOR
$455.9K AVG AUM / CLIENT
3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH ALAN WUENSCHELL
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5637193
- 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 | $7,294,181 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,294,181 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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