BONNIE WUSZ & ASSOCIATES, INC.
Legal name: BW & ASSOCIATES, INC.
CRD #116471 SEC #801-108260 ORANGE, CA 714-998-2077
SEC Registered
Total AUM
$615.3M
Discretionary
$0
Employees
6
Clients
51
Accounts
1,246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $615.3M | $0 | $615.3M | 6 | 0 |
| Oct 2025 | $615.3M | $0 | $615.3M | 6 | 0 |
| Oct 2025 | $615.3M | $0 | $615.3M | 6 | 0 |
| Mar 2025 | $615.3M | $0 | $615.3M | 6 | 0 |
| Oct 2024 | $523.4M | $0 | $523.4M | 5 | 0 |
| Mar 2024 | $523.4M | $0 | $523.4M | 5 | 0 |
| Sep 2023 | $442.6M | $0 | $442.6M | 5 | 0 |
| Mar 2023 | $442.6M | $0 | $442.6M | 5 | 0 |
| Aug 2022 | $562.4M | $0 | $562.4M | 5 | 0 |
| Apr 2022 | $562.4M | $0 | $562.4M | 5 | 0 |
| Jul 2021 | $499.2M | $0 | $499.2M | 6 | 0 |
| Mar 2021 | $499.2M | $0 | $499.2M | 6 | 0 |
| Jun 2020 | $425.9M | $0 | $425.9M | 6 | 0 |
| Feb 2020 | $425.9M | $0 | $425.9M | 6 | 0 |
| Mar 2019 | $383.8M | $0 | $383.8M | 4 | 0 |
| Mar 2018 | $303.3M | $0 | $303.3M | 4 | 1 |
| Nov 2017 | $168.1M | $0 | $168.1M | 4 | 0 |
| Feb 2017 | $168.1M | $0 | $168.1M | 4 | 200 |
| Sep 2016 | $113M | $0 | $113M | 4 | 26 |
| Aug 2016 | $113M | $0 | $113M | 4 | 26 |
| Aug 2016 | $113M | $0 | $113M | 4 | 26 |
DateNov 2025
Total AUM$615.3M
Discretionary$0
Non-Disc.$615.3M
Employees6
Clients0
DateOct 2025
Total AUM$615.3M
Discretionary$0
Non-Disc.$615.3M
Employees6
Clients0
DateOct 2025
Total AUM$615.3M
Discretionary$0
Non-Disc.$615.3M
Employees6
Clients0
DateMar 2025
Total AUM$615.3M
Discretionary$0
Non-Disc.$615.3M
Employees6
Clients0
DateOct 2024
Total AUM$523.4M
Discretionary$0
Non-Disc.$523.4M
Employees5
Clients0
DateMar 2024
Total AUM$523.4M
Discretionary$0
Non-Disc.$523.4M
Employees5
Clients0
DateSep 2023
Total AUM$442.6M
Discretionary$0
Non-Disc.$442.6M
Employees5
Clients0
DateMar 2023
Total AUM$442.6M
Discretionary$0
Non-Disc.$442.6M
Employees5
Clients0
DateAug 2022
Total AUM$562.4M
Discretionary$0
Non-Disc.$562.4M
Employees5
Clients0
DateApr 2022
Total AUM$562.4M
Discretionary$0
Non-Disc.$562.4M
Employees5
Clients0
DateJul 2021
Total AUM$499.2M
Discretionary$0
Non-Disc.$499.2M
Employees6
Clients0
DateMar 2021
Total AUM$499.2M
Discretionary$0
Non-Disc.$499.2M
Employees6
Clients0
DateJun 2020
Total AUM$425.9M
Discretionary$0
Non-Disc.$425.9M
Employees6
Clients0
DateFeb 2020
Total AUM$425.9M
Discretionary$0
Non-Disc.$425.9M
Employees6
Clients0
DateMar 2019
Total AUM$383.8M
Discretionary$0
Non-Disc.$383.8M
Employees4
Clients0
DateMar 2018
Total AUM$303.3M
Discretionary$0
Non-Disc.$303.3M
Employees4
Clients1
DateNov 2017
Total AUM$168.1M
Discretionary$0
Non-Disc.$168.1M
Employees4
Clients0
DateFeb 2017
Total AUM$168.1M
Discretionary$0
Non-Disc.$168.1M
Employees4
Clients200
DateSep 2016
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees4
Clients26
DateAug 2016
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees4
Clients26
DateAug 2016
Total AUM$113M
Discretionary$0
Non-Disc.$113M
Employees4
Clients26