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GUIDANCE WEALTH ADVISORS LLC
CRD 321248
1225 NJ - ROUTE 31 SOUTH, BUILDING C, SUITE 324, LEBANON, NJ, 08833, United States
Phone
610-750-9444
Fax
610-686-6693
Registration
— (—)
Source
State registered
Total AUM
$59.1M
Discretionary AUM
$59.1M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $32.8M |
| High net worth individuals | 25 | $26.3M |
All web addresses on file
Official SEC filing: View on IAPD