Guiding Wealth Management, LLC

Overview

Guiding Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Its billing model includes a percentage-of-AUM fee schedule alongside hourly and fixed-fee engagements. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser according to the available snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices