WanderWealth Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,327,880
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$409,837
About
WanderWealth provides discretionary, fee-only investment management to individual and couple households, including high-net-worth clients, using percentage-of-assets billing. The firm manages accounts with low-cost, diversified ETFs and requires a $500,000 household minimum to begin an advisory relationship.
The firm implements a passive, asset-allocation approach through pre-constructed ETF model portfolios recommended after a risk survey and client discussion; WanderWealth maintains discretion over holdings, rebalancing, and trading and reviews accounts at least quarterly. Clients are assigned to model portfolios they cannot alter (though they may select a different model), and in-kind transfers may be transitioned into a model portfolio over time to address tax consequences.
Compared with many independent advisers that serve non-HNW households, WanderWealth’s relatively high account minimum and strict use of firm-managed model portfolios are notable. The firm uses Interactive Brokers as its primary custodian to support clients with domestic and foreign addresses (with some legacy accounts at Altruist) and its principal is a CERTIFIED FINANCIAL PLANNER™ professional who also operates an education and media company.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 0.95% per year $1,000,001 - $2,000,000: 0.85% per year $2,000,001+: 0.75% per year
Account minimum: $500,000 Fee-only: Fee-only basis, no commissions received from products.
Main office location
WanderWealth Inc.
Hillsborough NC, United States
Number of offices
1
Most active in
WanderWealth Inc. has reported serving >5 clients in these states in the last 12 months.
North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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