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GUIDED CAPITAL WEALTH MANAGEMENT, LLC
CRD 310056 · SEC 801-129612
24 GREENWAY PLAZA, SUITE 1203, HOUSTON, TX, 77046, United States
Phone
832-975-0710
Fax
832-975-0710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.2M
Discretionary AUM
$249.2M
Team
5 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $28.8M |
| High net worth individuals | 66 | $179.7M |
| Pension/profit sharing plans | 9 | $40.7M |
States served
AZ, NJ, TX, FL
All web addresses on file
Official SEC filing: View on IAPD