Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 80
Average Client Assets: $1 million
Frequently Asked Questions
GUNDER WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301258), GUNDER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GUNDER WEALTH MANAGEMENT, LLC serves 80 high-net-worth clients according to their SEC filing dated January 19, 2026. View client details ↓
According to their SEC Form ADV, GUNDER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GUNDER WEALTH MANAGEMENT, LLC manages $139 million in client assets according to their SEC filing dated January 19, 2026.
According to their SEC Form ADV, GUNDER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.17
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 585
Discretionary Accounts: 579
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 301258
Filing ID: 2042042
Last Filing Date: 2026-01-19 20:27:24