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GUNDER WEALTH MANAGEMENT, LLC

· CRD 301258 · IAPD ↗ · 248-686-0820

$139.0MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
February 2026 — GUNDER WEALTH MANAGEMENT, LLC notice-filed in IL, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — GUNDER WEALTH MANAGEMENT, LLC reported RAUM up 30% ($106.7M -> $139.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
January 2025 — GUNDER WEALTH MANAGEMENT, LLC (location n/a) is newly SEC-registered with $103.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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