{
  "crd_number": 301258,
  "slug": "gunder-wealth-management-llc-301258",
  "primary_business_name": "GUNDER WEALTH MANAGEMENT, LLC",
  "legal_name": "GUNDER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-12-13",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-01-19",
  "carried_forward": false,
  "raum_total": 138972411.0,
  "raum_discretionary": 126005772.0,
  "raum_non_discretionary": 12966639.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 8451851.0,
      "count": 25
    },
    "pension_profit_sharing": {
      "raum": 12966639.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 116975429.0,
      "count": 80
    },
    "corporations_other_businesses": {
      "raum": 578492.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "MI",
    "TX"
  ],
  "websites": [
    "https://facebook.com/gunderwealth",
    "https://gunderwealth.com",
    "https://instagram.com/gunderwealth",
    "https://linkedin.com/company/gunder-wealth-management-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301258",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/gunder-wealth-management-llc-301258",
  "display_name": "Gunder Wealth Management, LLC",
  "summary": "Gunder Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.",
  "citation": "AdvisorCensus. Gunder Wealth Management, LLC (CRD 301258): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Gunder Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gunder Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Gunder Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 19, 2026 states: Flat fee: $1,875 a quarter (investment advisory and financial planning services); Flat fee: $10,000 a quarter (investment advisory and financial planning services); Flat fee: $3,500 to $6,300 a year (Financial Planning); Hourly rate: $400 an hour (Hourly Financial Planning engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Is Gunder Wealth Management, LLC registered with the SEC or a state?",
      "a": "Gunder Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 301258."
    },
    {
      "q": "How much does Gunder Wealth Management, LLC manage?",
      "a": "Gunder Wealth Management, LLC reports $138,972,411 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (91% discretionary)."
    },
    {
      "q": "How have Gunder Wealth Management, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Gunder Wealth Management, LLC: Regulatory assets under management: $106,651,387 in the October 2025 data and $138,972,411 in the October 2026 data, up 30%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gunder Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (80); individuals (other than high net worth individuals) (25); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Gunder Wealth Management, LLC use?",
      "a": "Gunder Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gunder Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/301258"
    },
    {
      "q": "What changed in Gunder Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $106,651,387 to $138,972,411 (+30%). Registered or notice-filed in IL, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 106651387.0,
      "total_employees": 2,
      "filing_date": "2025-02-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 138972411.0,
      "total_employees": 2,
      "filing_date": "2026-01-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $106,651,387 to $138,972,411 (+30%).",
        "Registered or notice-filed in IL, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,875 a quarter (investment advisory and financial planning services)",
      "Flat fee: $10,000 a quarter (investment advisory and financial planning services)",
      "Flat fee: $3,500 to $6,300 a year (Financial Planning)",
      "Hourly rate: $400 an hour (Hourly Financial Planning engagements)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,875 a quarter (investment advisory and financial planning services)"
        ],
        "quotes": [
          "For clients with fewer than $750,000 in assets under management, investment advisory and financial planning services will be provided at a fixed quarterly fee of $1,875 per quarter."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $10,000 a quarter (investment advisory and financial planning services)"
        ],
        "quotes": [
          "For clients with assets under management exceeding $8,000,000, investment advisory and financial planning services will be provided at a fixed quarterly fee of $10,000 ($40,000 annually)."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,500 to $6,300 a year (Financial Planning)"
        ],
        "quotes": [
          "Effective January 1, 2024, fixed fees can range between $3,500 and $6,300 annually which is directly related to the overall complexity of a Client’s financial situation"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (Hourly Financial Planning engagements)"
        ],
        "quotes": [
          "Effective January 1, 2024, Hourly Financial Planning engagements are offered at a rate of $400 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 1875.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "investment advisory and financial planning services"
        },
        {
          "kind": "flat",
          "amount": 10000.0,
          "min": null,
          "max": null,
          "period": "quarterly",
          "service": "investment advisory and financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 3500.0,
          "max": 6300.0,
          "period": "annual",
          "service": "Financial Planning"
        },
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Hourly Financial Planning engagements"
        }
      ]
    },
    "quotes": [
      "For clients with fewer than $750,000 in assets under management, investment advisory and financial planning services will be provided at a fixed quarterly fee of $1,875 per quarter.",
      "For clients with assets under management exceeding $8,000,000, investment advisory and financial planning services will be provided at a fixed quarterly fee of $10,000 ($40,000 annually).",
      "Effective January 1, 2024, fixed fees can range between $3,500 and $6,300 annually which is directly related to the overall complexity of a Client’s financial situation",
      "Effective January 1, 2024, Hourly Financial Planning engagements are offered at a rate of $400 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/gunder-wealth-management-llc-301258.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 25,
      "fewer_than_5": false,
      "raum": 8451851.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 80,
      "fewer_than_5": false,
      "raum": 116975429.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 12966639.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 578492.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/301258",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}