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| Gutierrez Wealth Advisory LLC
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|---|---|
| CRD # | 319481 |
| SEC # | 801-126693 |
| CIK # | 0001965923 |
| AUM | 329.3 M (2026-03-13) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 501-451-6900 |
| Address | 10801 Executive Center Dr Little Rock, AR 72211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 2.4 | ||
| Wal Mart Stores Inc | 1.6 | ||
| Home Bancshares Inc | 0.9 | ||
| Apple Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 30.2 |
| (b) Individuals (high net worth individuals) | 68 | 285.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 4.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.3 |
| (n) Other | 3 | 8.2 |
| Total | 510 | 329.3 |
| By Discretionary | ||
| Discretionary | 500 | 323.3 |
| Non-Discretionary | 10 | 6.0 |
| Total | 510 | 329.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.3 | |
| Total | 510 | 329.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965923] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cypress Capital Wealth Management LLC
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|
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Pearl Planning LLC
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Power Financial Partners LLC
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NWM Advisors LLC
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|
VB&T Wealth Management LLC
✚
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