Gunder Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 301258
- Registered since
- December 13, 2024
- Website
- www.gunderwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.17%
- Pension & Profit Sharing Plans9.33%
- Individuals6.08%
- Corporations / Businesses0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Gunder Wealth Management, LLC is an independent registered investment adviser that serves individual, family and select institutional clients. The firm combines fee-based planning with discretionary portfolio management and pension consulting, and it charges a mix of AUM-based, hourly and fixed fees. Gunder Wealth Management emphasizes public mutual funds as the backbone of client portfolios while layering in alternative strategies through third‑party managers. The firm identifies as an active ESG investor, which influences manager selection and security screening across both public and private strategies. Gunder Wealth Management operates as a single‑office, owner‑managed RIA and does not act as a capital allocator running proprietary pooled vehicles; instead it sources external managers for alternatives exposure.
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 Funds81%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Contacts
2 of 2Joseph Desteiger
Owner / Financial AdvisorCRD 6241211

Ashlee Desteiger
Founder & Financial AdvisorCRD 5926327
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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