Bonnie Wusz & Associates, Inc.
- Regulatory AUM
- $693M
- Discretionary
- $0
- Clients
- 529
- Avg AUM / client
- $1.3M
- Accounts
- 1,229
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jan 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 373 | $240M | 34.6% |
| High net worth individuals | 156 | $453M | 65.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bonnie Sue Wusz | President (Secretary And Cfo) | CFP | Nov 1990 (36y) | ≈ 37.5% – 75% via Wusz Family Trust Dtd 6/4/1991 |
| Wusz, Timothy, Nmn | Trustee | Jun 1991 (35y) | ≈ 37.5% – 75% via Wusz Family Trust Dtd 6/4/1991 | |
| Laurel Anne Hackett | Financial Advisor | Aug 2014 (12y) | Less than 5% | |
| Mitchell, Tina, Louise | Chief Compliance Officer | Jul 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wusz Family Trust Dtd 6/4/1991 | Owner | Jun 1991 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bonnie Sue Wusz: 50% – 75% of Wusz Family Trust Dtd 6/4/1991 × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Wusz, Timothy, Nmn: 50% – 75% of Wusz Family Trust Dtd 6/4/1991 × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/20/2026 | 945 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- American Funds Service Company $692M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 20, 2026.
View current Form ADV (SEC/IAPD) ↗