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Gunder Wealth Management
CRD: 301258
In network coverage since October 13, 2026 · 1 story
$139MRegulatory AUMSEC Form ADV · Oct 24
2EmployeesForm ADV
Regulatory AUM · Oct 17 – Oct 24
Network coverage
Practice management
Gunder Wealth pays for 60 virtual assistant hours monthly instead of a full-time hire
Ashlee deSteiger tells the Financial Advisor Success podcast she paused new client onboarding for nine months to review performance metrics.