Wealthdevs

Wealthdevs (CRD# 311049) is a financial advisory firm headquartered in , . They manage $6,719,335 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.reddit.com/user/wealthdevs
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $129,218
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealthdevs
Showing 1 - 1 of 1 top financial advisors.
1
Michael Wunsch, financial advisor Santa Cruz CA
Michael J. Wunsch
CRD#: 7299432
Santa Cruz, CA

Michael Wunsch (CRD# 7299432) is an Investment Advisor Representative working at Wealthdevs in Santa Cruz, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals