Wander Financial Services, LLC
RIASEC Registered
Total AUM
$43M
Discretionary
$31.4M
73% of AUM
Avg account
$1.3M
Accounts
34
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 151534
- Website
- www.wanderfinancial.com
- Custodians
- CUSTODY
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI94.45%
- Individuals5.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wander Financial Services, LLC is an independent registered adviser and capital allocator serving individual and family clients. The firm combines traditional advisory services — financial planning and portfolio management for individuals and small businesses — with insurance brokerage activity and the selection of third‑party managers. Its fee arrangements include asset‑based fees, fixed fees and other fee types. Wander does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities18%
- US Government Bonds3%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Robert Wander
Employee Benefits ConsultantCRD 2190114
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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