Wanderwealth Inc.
RIAState Registered
Total AUM
$5.2M
Discretionary
$5.2M
100% of AUM
Avg account
$260K
Accounts
20
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 141509
- Website
- sikescapital.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals58.65%
- HNWI41.35%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wanderwealth Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, servicing a client base of individuals and families. Its fee model combines percentage-of-AUM and fixed-fee arrangements. Wanderwealth does not identify as a capital allocator, is not active on ESG investing, and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities96%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth 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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