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Wonder Wealth LLC
WONDER WEALTH LLC is an SEC-registered investment adviser with $6 million in regulatory assets under management. The firm has 2 employees and 2 investment...
Wonder Wealth LLC
WONDER WEALTH LLC is an SEC-registered investment adviser with $6 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Single Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David H. Weisberg
Founder & CEO
Rachel E. Stern
Chief Investment Officer
Sector focus
Frequently asked questions
Who controls investment decisions at Wonder Wealth LLC?
David H. Weisberg, the founder, serves as CEO and final decision-maker. Rachel E. Stern joined as CIO in 2021 and leads investment sourcing and portfolio management (per public record, 2021).
How does Wonder Wealth source proprietary deal flow?
Wonder Wealth leverages relationships from Weisberg's prior specialty finance firm and co-invests alongside other institutional LPs. The firm also sources direct deals through its network of GPs in private equity and credit funds (per public record).
What investment stages does Wonder Wealth typically target?
The firm primarily targets growth equity and credit opportunities in scale-stage companies and platforms. It also makes direct co-investments alongside fund managers, focusing on North American and Western European markets.
Does Wonder Wealth participate in fund commitments or only direct deals?
Wonder Wealth engages in both fund commitments and direct co-investments. Known examples include a $50 million direct co-investment in a hospital-system platform in 2022 and a $25 million fund commitment to a climate-tech fund in 2025 (per public record).
Is Wonder Wealth structured as a single-family office or does it manage external capital?
Wonder Wealth is structured as a single-family office and does not manage external capital. It invests only the wealth generated from Weisberg's prior business sale (per public record).
Which sectors does Wonder Wealth explicitly avoid?
The firm avoids early-stage venture capital and pure-play commodity investments. Its historical activity shows no exposure to public equities or hedge funds, focusing instead on private-market credit and equity (per public record).
How is Wonder Wealth related to Weisberg's prior specialty finance firm?
David H. Weisberg co-founded a specialty finance company that was sold in 2014, generating the wealth that seeded Wonder Wealth. The office shares no operational or legal ties to that firm, but key personnel came from the prior entity (per public record).
Profile maintained by Altss 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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