Gouda Wealth Planning

Overview

Gouda Wealth Planning is a small, owner-operated advisory corporation focused on delivering financial planning and portfolio management for individuals and small businesses, along with the ability to select third-party advisers for specialized needs. The firm charges a mix of percentage-of-assets and fixed fees, and acts as a capital allocator within the limited scale of its balance sheet. Investment activity is concentrated on publicly traded equities, with a stated preference for exchange-traded instruments. The firm is not positioned as an ESG-focused manager and operates from a single-state footprint. Given the modest asset base, the adviser appears to run a compact, direct investment approach rather than a large multi-strategy platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices