BONNIE WUSZ & ASSOCIATES, INC.
DBA: BW & ASSOCIATES, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $692.8M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $692.8M |
| Client Accounts | 1,229 |
| Avg Account Size | $564K |
| Employees | 5 |
| Peak AUM | $692.8MJan 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $693M | +12.6% | +17.1% | +7.0% | |
| Non-Disc. AUM | $693M | ||||
Key Metrics
| Total AUM | $692.8M |
| Discretionary | $0 |
| Employees | 5 |
| Client Accounts | 1229 |
| Client Range | 51-100 |
Contact & Location
Address
3111 N. TUSTIN STREET
ORANGE CA 92865
Phone
714-998-2077
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$693M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported