| Name | Title | Ownership | Since |
|---|---|---|---|
| Bonnie Sue Wusz Control | President (secretary And Cfo) | Under 5% | 1991 |
| Laurel Anne Hackett Control | Financial Advisor | Under 5% | 2020 |
| Timothy Nmn Wusz Control | Vice President | Under 5% | 1991 |
Bonnie Wusz & Associates, Inc. reports $615.3 million in regulatory assets under management on its Form ADV.
Bonnie Wusz & Associates, Inc. reports 6 employees.
Bonnie Wusz & Associates, Inc. is based in Orange, CA and has been SEC-registered since 2016.
Bonnie Wusz & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3111 N. Tustin Street, Suite 215, Orange, CA 92865 |
| Phone | 714-998-2077 |
| Fax | 714-998-3573 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $615.3M |
| Total (RAUM) | $615.3M |