|
⚲
|
| Keyboard |
| Guided Wealth LLC
✚
|
|
|---|---|
| CRD # | 339013 |
| SEC # | 801-134849 |
| CIK # | |
| AUM | 105.3 M (2026-05-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 508-980-0999 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 39.9 |
| (b) Individuals (high net worth individuals) | 28 | 65.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 299 | 105.3 |
| By Discretionary | ||
| Discretionary | 299 | 105.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 299 | 105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.3 | |
| Total | 299 | 105.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
RASP Wealth Solutions LLC
✚
|
105.8 M | |
|
Changing Parameters LLC
✚
|
CA | 105.4 M |
|
Steward Advisors Group LLC
✚
|
NY | 105.4 M |
|
Clearview Investment Partners LLC
✚
|
CA | 105.3 M |
|
Wallstreeticom LLC
✚
|
NY | 105.2 M |
|
Institutional Investment Advisors Corp
✚
|
NY | 105.2 M |
|
Kukui Tree Capital Management LLC
✚
|
CA | 105.2 M |
|
Clout Capital Investment Managers LLC
✚
|
FL | 105.0 M |
|
Graeter Wealth Advisors LLC
✚
|
KY | 104.9 M |
|
Opulus LLC
✚
|
PA | 104.9 M |