American Funds Service Company
$954M reported client assets across 2 advisory firms in FY2025 annual amendments
Reported client assets over time
$399M
$954M
2017
2025
Same-firm comparison: 2 firms that reported American Funds Service Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Bonnie Wusz & Associates, Inc. | $692M | $693M | 99.9% | 01/20/2026 |
| Lewis Financial Management, Llc | $262M | $339M | 77.5% | 03/25/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.