Guidance Wealth Advisors LLC

RIAState Registered
Total AUM
$59.1M
Discretionary
$59.1M
100% of AUM
Avg account
$193K
Accounts
307
Employees
4
Advisory reps
2

Firm details

Headquarters
Lebanon, New Jersey
CRD number
321248
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals55.56%
  • HNWI44.44%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Guidance Wealth Advisors LLC is an independent, privately held limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides fee-based advisory services, charging both a percentage of assets under management and fixed fees. Core advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or business clients, and the selection of third‑party advisers. The firm reports an industry affiliation with an insurance company and does not identify as an ESG-focused investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 51%, Public Funds/Mutual Funds 33%, Exchange Traded Equities 6%, Cash & Cash Equivalents 6%, Derivatives 4%51%
  • Private Funds51%
  • Public Funds/Mutual Funds33%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents6%
  • Derivatives4%

Owners & executives

1 of 1
  • Nick Guida

    Nick Guida

    Founder & CEOCRD 6382447

Contacts

1 of 1
  • Samantha Baghal

    Samantha Baghal

    Client Service AssistantCRD 8190040

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lebanon, NJ

Hunterdon

Location

Lebanon, NJ

Headquartered in Lebanon, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Hunterdon
Address
1225 State Route 31
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth