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| Keyboard |
| Bonnie WUSZ & Associates Inc
✚
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|
|---|---|
| CRD # | 116471 |
| SEC # | 801-108260 |
| CIK # | |
| AUM | 692.8 M (2026-01-20) |
| Employees | 5 (40% Investors, 60% Brokers) |
| Phone | 714-998-2077 |
| Address | 3111 N Tustin Street Orange, CA 92865 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 373 | 240.0 |
| (b) Individuals (high net worth individuals) | 156 | 452.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,229 | 692.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,229 | 692.8 |
| Total | 1,229 | 692.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 692.8 | |
| Total | 1,229 | 692.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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