# Wonder Wealth LLC

Wonder Wealth LLC is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** wonderwealth.com
- **LinkedIn:** https://www.linkedin.com/company/wonder-wealth-llc

## Regulatory record

- **CRD number:** 315390
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315390

## About

Wonder Wealth is a virtual financial planning firm that helps high earning families from those in their 30's–50's (accumulators) to those in their 60's+ navigating retirement. It provides financial planning and investment management for busy families and professionals as a fee-only fiduciary. The firm serves clients locally and nationwide and offers a virtual, tech-driven meeting experience.

## Sectors

- Private Credit
- Enterprise Software
- Healthcare Services
- Real Estate
- Infrastructure
- ClimateTech

## People

- David H. Weisberg — Founder & CEO
- Rachel E. Stern — Chief Investment Officer

## Questions

### 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.

## Related profiles

- [O'Hagan Group, Inc.](https://altss.com/profile/ohagan-group-inc)
- [GHC Partners Management](https://altss.com/profile/ghc-partners-management-llc)

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wonder-wealth-llc

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