Investment adviser · CRD 117878
WUNDERLICH CAPITAL MANAGEMENT
Investment adviser filing (IA)
WUNDERLICH CAPITAL MANAGEMENT, LLC
MEMPHIS, TN, United States · Form ADV filed Feb 13, 2024
- Regulatory AUM
- $231M Form ADV · Item 5.F
- Client accounts
- 200 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other clients | 101 | $129,758,388 | 56.1% |
| High-net-worth individuals | 38 | $62,062,276 | 26.8% |
| Individuals | 53 | $30,285,191 | 13.1% |
| Corporations & businesses | Fewer than 5 | $5,766,774 | 2.5% |
| Charities | Fewer than 5 | $2,440,637 | 1.1% |
| Retirement plans | Fewer than 5 | $1,093,858 | 0.5% |
Filing source
Form ADV 1815597 · Feb 13, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
40 SOUTH MAIN, SUITE 1800MEMPHIS, TN, 38103, United States
CRD 117878
Filing source
Form ADV 1815597 · Feb 13, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.