EIGHTH WONDER INVESTMENTS

Overview

Eighth Wonder Investments is a small, independent registered investment adviser operating as a limited liability company that serves individual, family and institutional clients. The firm’s advisory mix centers on financial planning and portfolio management for individuals and small businesses. Investment activity shows a clear tilt toward publicly traded equities and exchange-traded products as the primary building blocks of client portfolios, supported by a secondary allocation to fixed income and third-party alternative managers. The firm charges fees both as a percentage of assets under management and on an hourly basis, which aligns with a hybrid model: ongoing portfolio management for clients with investable assets and project-based planning engagements. Eighth Wonder Investments is not positioned as an ESG-focused manager, nor does it operate across multiple states as a multi-state adviser. Its owner-type is individual, indicating a boutique structure where decisions and client relationships are likely concentrated among a small leadership team.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices