GUTIERREZ WEALTH ADVISORY, LLC

Overview

Gutierrez Wealth Advisory, LLC is an independent RIA that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm leans heavily on pooled public funds and ETFs for portfolio construction while also maintaining access to third‑party managers and specialist funds for private-market exposure. Its advisory offering combines ongoing portfolio management and financial planning with the ability to select and oversee outside advisers, which supports both discretionary implementation and fee-based planning engagements. Investment preferences show a clear tilt toward broad-market public funds: the firm’s largest positions are in index vehicles, and ETFs make up the bulk of its 13‑F reportable exposure. At the same time, Gutierrez Wealth Advisory deploys client capital into a range of alternative strategies — private equity, hedge funds, real estate and commodity exposures among them — either through third‑party funds, REITs or direct allocations. The firm reports no active ESG investing program. Fee arrangements are a mix of percentage-of-AUM management and fixed-fee work, indicating it serves both ongoing wealth management relationships and discrete planning or consulting mandates. The firm is structured as a limited liability company, is SEC-registered (since 2022), and operates with an owner-type classified as individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices