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WUNDERLICH CAPITAL MANAGEMENT, LLC, CRD 117878
MEMPHIS, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WUNDERLICH, PHILIP, SHIELDS | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | yes | 08/1999 | Feb 7, 2012 | Feb 13, 2024 |
| B RILEY WEALTH MANAGEMENT HOLDINGS, INC. | Member | B | no | 08/1999 | Jul 28, 2020 | Feb 13, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Feb 13, 2024 | $231M | $231M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Feb 28, 2023 | $192M | $192M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Feb 1, 2022 | $226M | $226M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Feb 9, 2021 | $187M | $187M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Feb 13, 2020 | $167M | $167M | 1 | 1 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $136M | $136M | 1 | 1 | 0 | n/a | n/a |
| 2017 | Feb 6, 2018 | $154M | $154M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Feb 17, 2017 | $132M | $132M | 1 | 1 | n/a | n/a | n/a |
| 2015 | Feb 1, 2016 | $121M | $121M | 1 | 1 | n/a | n/a | n/a |
| 2014 | Jan 20, 2015 | $120M | $120M | 1 | 1 | n/a | n/a | n/a |
| 2011 | Feb 7, 2012 | $74.5M | $74.5M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $231M | $192M | 20.4% | $187M | 7.3% | 1 | 1 | 0 | 0 |