# Wonder Wealth LLC

> Wonder Wealth LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 315390
- Filed as: WONDER WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315390
- AdvisorCensus page: https://advisorcensus.com/firm/wonder-wealth-llc-315390

## Quick answers

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

**Is Wonder Wealth LLC registered with the SEC or a state?**
Wonder Wealth LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315390.

**How much does Wonder Wealth LLC manage?**
Wonder Wealth LLC reports $6,190,305 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Wonder Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (1).

**Does Wonder Wealth 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/315390

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,190,305
- Discretionary: $6,190,305
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $5,120,210 |
| High net worth individuals | 1 | $1,070,095 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wonderwealthfp.com/blog
- Facebook @WonderWealthLLC
- LinkedIn @wonder-wealth-llc
- TikTok @wonderwealthllc
- X @wonderwealthllc
- YouTube @UCbp7BrDXcYDeabyYI8cArRw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wonder Wealth LLC (CRD 315390): Form ADV filing data as of October 2026.