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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gutierrez Wealth Advisory LLC
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|---|---|
| CRD # | 319481 |
| SEC # | 801-126693 |
| CIK # | 0001965923 |
| AUM | $280.3 M (2025-03-12) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 501-451-6900 |
| Address | 10801 Executive Center Dr Little Rock, AR 72211 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 3.7 | ||
| Facebook Inc | 3.2 | ||
| Home Bancshares Inc | 1.0 | ||
| Apple Inc | 0.9 | ||
| Microsoft Corp | 0.7 | ||
| Broadcom Inc | 0.7 | ||
| Carey W P & Co LLC | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 23.3 |
| (b) Individuals (high net worth individuals) | 66 | 248.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.6 |
| (n) Other | 3 | 6.9 |
| Total | 469 | 280.3 |
| By Discretionary | ||
| Discretionary | 459 | 274.8 |
| Non-Discretionary | 10 | 5.5 |
| Total | 469 | 280.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 280.3 | |
| Total | 469 | 280.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965923] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quartz Partners LLC
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|
NY | 0.3 |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.3 |
|
Stableford Capital LLC
✚
|
AZ | 0.3 |
|
Synergy Financial Partners LLC
✚
|
CO | 0.3 |
|
Promontory Financial Planning LLC
✚
|
0.3 | |
|
Vaughan and Company Securities Inc
✚
|
NJ | 0.3 |
|
Union Heritage Capital
✚
|
MI | 0.3 |
|
Asset Preservation Group Inc
✚
|
TX | 0.3 |
|
Horizon Family Wealth Inc
✚
|
IL | 0.3 |
|
Bennett Selby Investments Limited Partnership
✚
|
0.3 |