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GUNDER WEALTH MANAGEMENT, LLC
CRD 301258File 801-131611
APPROVED
Retail clients
Filing as of Jan 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$139.0M
Bottom 25% of cohort (national)
Discretionary AUM
$126.0M
Non-discretionary $13.0M
Clients
111
585 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 13, 2024
- Principal office
- Not reported
- Phone
- 248-686-0820
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $139.0M
- Discretionary AUM
- $126.0M
- Non-discretionary AUM
- $13.0M
- Discretionary accounts
- 579
- Non-discretionary accounts
- 6
- Total accounts
- 585
- AUM per client
- $1.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $578K |
| High net worth individuals | 80 | $117.0M |
| Pension and profit sharing plans | 6 | $13.0M |
| Individuals (other than high net worth individuals) | 25 | $8.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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.