Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Preferred Wealth Advisors, LLC
Wonder Wealth LLC
Hexeum Capital

Similar in size to Preferred Wealth Advisors, LLC (swap one in):+ Kraft Capital $6.2M · Ann Arbor, MI + Pathway Investments, LLC $6.2M + Niemann Investments LLC $5.6M · Riverton, UT + Onefirm Consulting, LLC $5.6M

	Preferred Wealth Advisors, LLC	Wonder Wealth LLC	Hexeum Capital Newport Beach, CA
Assets under management	$5.9M	$6.2M	$6.2M
Asset growth, last 2 years	–	–	–
Advisory staff	1	2	1
Individual clients	35	34	26
Assets per client	$168K	$182K	$238K
Clients per advisor	35	17	26
Main custodian	–	–	–
Filing with the SEC since	2026	2026	2026
Tools in their stack	2	3	1
People on Advicer.bio	–	1	1

From each firm's latest Form ADV (Oct 2026, Mar 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.