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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bonnie WUSZ & Associates Inc
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|---|---|
| CRD # | 116471 |
| SEC # | 801-108260 |
| CIK # | |
| AUM | $615.3 M (2025-03-28) |
| Employees | 6 (33% Investors, 50% Brokers) |
| Phone | 714-998-2077 |
| Address | 3111 N Tustin Street Orange, CA 92865 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 215 | 84.0 |
| (b) Individuals (high net worth individuals) | 178 | 531.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,246 | 615.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,246 | 615.3 |
| Total | 1,246 | 615.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 615.3 | |
| Total | 1,246 | 615.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schiavi & Company LLC
✚
|
DE | 0.6 |
|
Dash Acquisitions Inc
✚
|
CA | 0.6 |
|
NorthStar Asset Management Company LLC
✚
|
PA | 0.6 |
|
R S Crum Inc
✚
|
CA | 0.6 |
|
Great Diamond Partners LLC
✚
|
ME | 0.6 |
|
Tython Capital LLC
✚
|
TX | 0.6 |
|
Seabridge Investment Advisors LLC
✚
|
NJ | 0.6 |
|
Ritter Daniher Financial Advisory LLC
✚
|
OH | 0.6 |
|
Fund Direct Advisors Inc
✚
|
NC | 0.6 |
|
Lighthouse Financial LLC
✚
|
FL | 0.6 |