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WEALTHDEVS
MICHAEL JOHN WUNSCH
CRD 311049
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$22.9M
Discretionary AUM
$22.9M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $8.0M |
| High net worth individuals | 8 | $14.9M |
All web addresses on file
- https://www.linkedin.com/company/wealthdevs
- https://www.pinterest.com/wealthdevs/
- https://www.wealthdevs.com
- https://www.facebook.com/WealthDevs-105897661170040
- https://twitter.com/WealthDevs
- https://www.instagram.com/wealthdevs/
- https://www.teamblind.com/user/wealthdevs
- https://www.reddit.com/user/WealthDevs
Official SEC filing: View on IAPD