|
⚲
|
| Guide Wealth Management LLC
✚
| |
|---|---|
| CRD # | 264788 |
| SEC # | 801-129937 |
| CIK # | |
| AUM | $27.2 MM (2024-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 646-450-1001 |
| Address | 430 Park Ave New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.0 |
| (b) Individuals (high net worth individuals) | 18 | 22.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 36 | 27.2 |
| By Discretionary | ||
| Discretionary | 36 | 27.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 36 | 27.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.2 | |
| Total | 36 | 27.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smart Portfolio LLC
✚
|
CA | 0.0 |
|
ADVR LLC
✚
|
SC | 0.0 |
|
Eastside Financial Advisors LLC
✚
|
NY | 0.0 |
|
Planrock Wealth Management LLC
✚
|
TN | 0.0 |
|
Purevest LLC
✚
|
NY | 0.0 |
|
Retirement Specialty Group Inc
✚
|
TN | 0.0 |
|
Dominari Securities LLC
✚
|
NY | 0.0 |
|
Goldstone Portfolios Incorporated
✚
|
NY | 0.0 |
|
Forthright Capital Advisory LLC
✚
|
NV | 0.0 |
|
Proxy International LLC
✚
|
NY | 0.0 |