# Wander Financial Services, LLC

> Wander Financial Services, LLC is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 18, 2026.

- CRD: 151534
- Filed as: WANDER FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: April 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/151534
- AdvisorCensus page: https://advisorcensus.com/firm/wander-financial-services-llc-151534

## Quick answers

**How is Wander Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wander Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wander Financial Services, LLC registered with the SEC or a state?**
Wander Financial Services, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 151534.

**How much does Wander Financial Services, LLC manage?**
Wander Financial Services, LLC reports $42,954,609 in regulatory assets under management in its Form ADV filing dated April 18, 2026 (73% discretionary).

**What types of clients does Wander Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (16).

**Does Wander Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/151534

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $42,954,609
- Discretionary: $31,352,511
- Non-discretionary: $11,602,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,382,756 |
| High net worth individuals | 16 | $40,571,853 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wanderfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wander Financial Services, LLC (CRD 151534): Form ADV filing data as of October 2026.