Eighth Wonder Investments

Overview

Eighth Wonder Investments is an independent, individual-owned RIA organized as an LLC that provides financial planning and portfolio management for individuals, families and some institutional clients. The firm charges on a percentage-of-AUM basis and also offers hourly billing for advisory work. It does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The firm has an industry affiliation with an insurance company and appears focused on traditional wealth-management relationships rather than collective or multi-manager product manufacturing.

Assets & Accounts

Public Holdings

Investments & Alternatives