Wanderwealth Inc.

Overview

Wanderwealth Inc. is a small, individual-owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm’s investment posture is equity-centric: its reported asset mix shows a clear preference for exchange-traded equities, indicating a reliance on liquid, listed instruments (both individual stocks and ETFs) as the primary building blocks of client portfolios. Wanderwealth charges clients on a percentage-of-AUM basis (with other fee elements possible) and does not position itself as an ESG- or pension-focused consultant. The business model and custody choice indicate a lean, execution-focused practice oriented to straightforward equity exposure supplemented by conventional pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices