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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Guided Capital Wealth Management LLC
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|---|---|
| CRD # | 310056 |
| SEC # | 801-129612 |
| CIK # | 0001849618 |
| AUM | $250.2 M (2025-07-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 832-975-0710 |
| Address | 24 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 4.9 | ||
| Nvidia Corp | 4.4 | ||
| ServiceNow Inc | 4.1 | ||
| Carpenter Technology Corp | 3.1 | ||
| Microsoft Corp | 2.7 | ||
| Upstart Holdings Inc | 2.4 | ||
| Healthsouth Corp | 2.3 | ||
| Natera Inc | 2.2 | ||
| Establishment Labs Holdings Inc | 2.1 | ||
| Dover Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 29.6 |
| (b) Individuals (high net worth individuals) | 49 | 135.8 |
| (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 | 9 | 84.7 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 250.2 |
| By Discretionary | ||
| Discretionary | 484 | 250.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 250.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.2 | |
| Total | 484 | 250.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001849618] |
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|---|---|---|
|
Powers Advisory Group LLC
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IL | 0.3 |
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Victus Captial Wealth LLC
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CA | 0.3 |
|
Three Peaks Capital Management LLC
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CO | 0.3 |
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HF Advisory Group LLC
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MD | 0.3 |
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Wallace Advisory Group LLC
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CA | 0.2 |
|
Hesen & Haslam LLC
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CA | 0.2 |
|
Otto & Associates Inc
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|
VT | 0.2 |
|
Finer Wealth Management Inc
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|
MA | 0.2 |
|
Copperleaf Capital LLC
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|
NC | 0.2 |
|
Copley Investment Management LLC
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0.2 |