Guided Capital Wealth Management, LLC

Overview

Guided Capital Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm provides fee-based wealth management to both individual/family and institutional clients, charging a blend of percentage-of-AUM and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services; however, filings indicate the firm is not registered as a pension consultant. Guided Capital does not position itself as a capital allocator, and it does not identify as an active ESG investor. Filings also show the adviser is not registered as a multi-state adviser.

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Public Holdings

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Location & Offices