← Back to searchVisit website
GUIDE WEALTH MANAGEMENT
GUIDE WEALTH MANAGEMENT LLC
CRD 264788 · SEC 801-129937
MA, United States
Phone
646-450-1001
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$42.1M
Discretionary AUM
$42.1M
Team
2 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $6.9M |
| High net worth individuals | 16 | $35.2M |
| Corporations/business entities | 1 | $0 |
States served
MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD