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BW & ASSOCIATES, INC.
BONNIE WUSZ & ASSOCIATES, INC.
CRD 116471 · SEC 801-108260
3111 N. TUSTIN STREET, SUITE 215, ORANGE, CA, 92865, United States
Phone
714-998-2077
Fax
714-998-3573
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$692.8M
Discretionary AUM
$0
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $240.0M |
| High net worth individuals | 156 | $452.8M |
States served
AZ, CA, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD