# Wendt Financial Advisors, LLC

> Wendt Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 308918
- Filed as: WENDT FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308918
- AdvisorCensus page: https://advisorcensus.com/firm/wendt-financial-advisors-llc-308918

## Quick answers

**How is Wendt Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wendt Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Wendt Financial Advisors, LLC registered with the SEC or a state?**
Wendt Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308918.

**How much does Wendt Financial Advisors, LLC manage?**
Wendt Financial Advisors, LLC reports $87,675,295 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Wendt Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (13).

**Does Wendt Financial Advisors, 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/308918

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $87,675,295
- Discretionary: $87,675,295
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $8,344,958 |
| High net worth individuals | 27 | $79,330,337 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wendt Financial Advisors, LLC (CRD 308918): Form ADV filing data as of October 2026.