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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HAARBERG, CARRIE, CHEREE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAARBERG, CARRIE, CHEREE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAARBERG, CARRIE, CHEREE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| HACKETT, LAUREL, ANNE | I | FINANCIAL ADVISOR | NA | Control |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROTHCHILD, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROTHCHILD, MATTHEW, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, BONNIE, SUE | I | PRESIDENT (SECRETARY AND CFO) | NA | Control |
| WUSZ, TIMOTHY | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ, TIMOTHY, NMN | I | VICE PRESIDENT | NA | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
| WUSZ FAMILY TRUST DTD 6/4/1991 | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, BONNIE, SUE | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
| WUSZ, TIMOTHY, NMN | I | WUSZ FAMILY TRUST DTD 6/4/1991 | D | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (4)
AZ CA NV TX
Address
3111 N. TUSTIN STREETSUITE 215
ORANGE, CA 92865
United States
Phone: 714-998-2077