Gutierrez Wealth Advisory, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 319481
- Registered since
- October 3, 2022
- Website
- gutierrezwealthadvisory.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.8%
- Individuals9.18%
- Other2.48%
- Insurance Companies1.2%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gutierrez Wealth Advisory, LLC is an independent, owner-managed registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional investors, and operates as a capital allocator that selects external managers when appropriate. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed-fee engagement options. Gutierrez Wealth Advisory does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Cash & Cash Equivalents10%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 5
Roy Gutierrez
Co-FounderCRD 1007996
David Gutierrez
Co-FounderCRD 4988450
Hillary Canterbury
Client Relations AssociateCRD 3179677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$228M in ETFs
33%
$76.3M
58%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $18.3M | 26,716 | 8.03% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 10801 Executive Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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