Single Family OfficeRIA · CRD 151534SEC-Registered

Updated:

Wander Financial Services

WANDER FINANCIAL SERVICES, LLC is an SEC-registered investment adviser with $43 million in regulatory assets under management.

Wander Financial Services

WANDER FINANCIAL SERVICES, LLC is an SEC-registered investment adviser with $43 million in regulatory assets under management. The firm manages $31 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at Wander Financial Services?

No named principals or investment professionals have been identified in public records or media coverage for Wander Financial Services. The firm's leadership structure is not disclosed.

Is Wander Financial Services structured as a single family office or does it operate more like a venture firm?

Based on its legal registration as Wander Financial Services, LLC and the absence of SEC adviser filings, the firm appears to operate as a single-family office. There is no public evidence of external capital management or venture-style fund structures.

Does Wander Financial Services participate in fund commitments or only direct deals?

There is no public record of Wander Financial Services making fund commitments or direct investments. The firm's investment activity, if any, is not disclosed.

What investment stages does Wander Financial Services typically target?

No target investment stages have been publicly identified for this firm. Its investment preferences are unknown.

Which sectors does Wander Financial Services focus on?

The firm's sector focus has not been publicly documented. Its name suggests a possible affiliation with hospitality or travel, but this is unconfirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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