← Directory
BW & ASSOCIATES, INC.
Legal name: BONNIE WUSZ & ASSOCIATES, INC.
CRD 116471File 801-108260
APPROVED
Retail clients
Filing as of Jan 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$692.8M
Above cohort median (national)
Discretionary AUM
$0
Non-discretionary $692.8M
Clients
529
1,229 accounts
Employees
5
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 1, 2016
- Principal office
- 3111 N. TUSTIN STREET, SUITE 215, ORANGE, CA, 92865
- Phone
- 714-998-2077
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $692.8M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $692.8M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,229
- Total accounts
- 1,229
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 156 | $452.8M |
| Individuals (other than high net worth individuals) | 373 | $240.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.