GUITIAN WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$20.9M

Discretionary

$20.1M

96% of AUM

Avg account

$203K

Accounts

103

Employees

Advisory reps

Firm details

Headquarters: CORAL GABLES, Florida
CRD number: 171732
Website: www.guitianwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.54%
Individuals37.38%
Pension & Profit Sharing Plans6.08%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Guitian Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and also serves some institutional clients. It charges clients through a mix of assets-under-management fees, hourly fees and fixed fees rather than relying on transactional or commission-based models. The firm is not a capital allocator, does not report an active ESG investing program, and is not registered as a multi-state adviser in the available data. The firm lists an affiliation with an insurance company.