← Tributary

WUNDERLICH CAPITAL MANAGEMENT

MEMPHIS, TN · CRD 117878 · IAPD ↗ · 901-251-1343

$231.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2024 — WUNDERLICH CAPITAL MANAGEMENT (MEMPHIS, TN) left the SEC roster (was $231.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.