GUIDING WEALTH MANAGEMENT, LLC

Overview

Guiding Wealth Management, LLC is an independent registered investment adviser that focuses on individual and family clients. The firm delivers financial planning and portfolio management for individuals and small businesses, using a fee model that combines percentage-of-AUM billing with hourly and fixed-fee engagements. Investment activity is concentrated in publicly available pooled vehicles—primarily mutual funds—rather than direct, high-concentration single-stock portfolios. The firm manages virtually all assets on a discretionary basis, which supports streamlined portfolio implementation and regular rebalancing. Guiding Wealth tends to allocate across conventional long-only strategies and third‑party managed vehicles, with an emphasis on diversification through public funds. The adviser does not identify as an active ESG investor and does not function as a capital allocator to bespoke private managers, but it does incorporate externally managed alternative real estate exposure as part of its toolbox.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices