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Gunder Wealth Management, LLC

● SEC registered since 2024CRD 301258SEC# 801-131611
Export (members)
Reg. AUM
$139M
Employees
2
Accounts
585
Location

Gunder Wealth Management, LLC assets under management

Gunder Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $139 million in regulatory assets under management and employs 2 people.

Gunder Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ashlee Isola Desteiger ControlOwner & Cco50-75%2019
Joseph George Desteiger ControlOwner & Financial Advisor50-75%2020

Frequently asked questions

How much does Gunder Wealth Management, LLC manage?

Gunder Wealth Management, LLC reports $139 million in regulatory assets under management on its Form ADV.

How many employees does Gunder Wealth Management, LLC have?

Gunder Wealth Management, LLC reports 2 employees.

Does Gunder Wealth Management, LLC disclose fund performance?

Gunder Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone248-686-0820
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$139M▲ 30%
Feb '25 — $106.7MMar '25 — $106.7MApr '25 — $106.7MMay '25 — $106.7MJun '25 — $106.7MJul '25 — $106.7MAug '25 — $106.7MSep '25 — $106.7MOct '25 — $106.7MNov '25 — $106.7MDec '25 — $106.7MJan '26 — $139MFeb '26 — $139MMar '26 — $139MApr '26 — $139MMay '26 — $139MJun '26 — $139M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$139Mregulatory AUM
Discretionary $126MNon-discretionary $13M