Guidance Point Advisors, LLC
Guidance Point Advisors, LLC is an SEC-registered wealth manager with $558.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Guidance Point Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148768, SEC 801-77258, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $558.3M (2026-02-10)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 255
- CRD
- 148768
- Ownership
- DELCOL, WESLEY, AUSTIN; DELCOL, ROBERT, EGIDIO; DELCOL, JASON, MEADE; WALKER, ANDREW, JAY; SMITH, BENJAMIN, JAMES
How much AUM does Guidance Point Advisors, LLC have?
Guidance Point Advisors, LLC reported $558.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Guidance Point Advisors, LLC?
Disclosed owners and executives of Guidance Point Advisors, LLC include DELCOL, WESLEY, AUSTIN, DELCOL, ROBERT, EGIDIO, DELCOL, JASON, MEADE, WALKER, ANDREW, JAY, SMITH, BENJAMIN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.