Bonnie Wusz & Associates, Inc.
● SEC registered since 2016CRD 116471SEC# 801-108260Orange, CA
Reg. AUM
$692.8M
Employees
5
Accounts
1,229
Location
Orange, CA
Bonnie Wusz & Associates, Inc. assets under management
Bonnie Wusz & Associates, Inc. is a registered investment adviser overseen by the SEC based in Orange, CA. The firm has been registered since 2016. It reports $692.8 million in regulatory assets under management and employs 5 people.
Bonnie Wusz & Associates, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Sue Wusz Control | President (secretary And Cfo) | Under 5% | 1991 |
| Laurel Anne Hackett Control | Financial Advisor | Under 5% | 2020 |
| Matthew David Rothchild | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Bonnie Wusz & Associates, Inc. manage?
Bonnie Wusz & Associates, Inc. reports $692.8 million in regulatory assets under management on its Form ADV.
How many employees does Bonnie Wusz & Associates, Inc. have?
Bonnie Wusz & Associates, Inc. reports 5 employees.
Where is Bonnie Wusz & Associates, Inc. located?
Bonnie Wusz & Associates, Inc. is based in Orange, CA and has been SEC-registered since 2016.
Does Bonnie Wusz & Associates, Inc. disclose fund performance?
Bonnie Wusz & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3111 N. Tustin Street, Suite 215, Orange, CA 92865 |
| Phone | 714-998-2077 |
| Fax | 714-998-3573 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$692.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$692.8Mregulatory AUM
Discretionary $0Non-discretionary $692.8M