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President (secretary and CFO) · BW & Associates, Inc.

Bonnie S. Wusz

CRD 1141949 · Named on Form ADV at one SEC-registered adviser

At a glance

BW & Associates, Inc., an SEC-registered wealth manager based in Orange, CA with $693 million in regulatory assets, lists Bonnie S. Wusz on its Form ADV as President (secretary and CFO), a control person.

Firms and roles

  • BW & Associates, Inc.President (secretary and CFO)Wealth manager · Orange, CA · $693M in regulatory assets

AtlasMembers

Bonnie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bonnie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.