Wonder Wealth LLC

Overview

Wonder Wealth LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of fee types — a percentage of assets under management, hourly fees and fixed fees — which allows it to tailor billing to different client needs and planning engagements. Its advisory model is not structured as a capital allocator; rather, the firm manages client portfolios directly and leans heavily toward equity exposure. Investment activity is concentrated in exchange-traded equities, indicating a preference for liquid, market-traded instruments that can be implemented through both individual stocks and ETFs. The firm’s stated services do not include pension consulting, multi-state adviser activity, or family office services beyond serving families as clients. Wonder Wealth LLC does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices