Gutierrez Wealth Advisory, LLC
Gutierrez Wealth Advisory, LLC is an SEC-registered wealth manager in Little Rock, AR with $329.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Gutierrez Wealth Advisory, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319481, SEC 801-126693, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $329.3M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- Little Rock, AR
- Employees
- 4
- Clients
- 140
- CRD
- 319481
- Ownership
- GUTIERREZ, DAVID, HALE; RLC VENTURES, LLC; GUTIERREZ, ROY, DAVID; Chen, Richard, Leeway
How much AUM does Gutierrez Wealth Advisory, LLC have?
Gutierrez Wealth Advisory, LLC reported $329.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Gutierrez Wealth Advisory, LLC?
Disclosed owners and executives of Gutierrez Wealth Advisory, LLC include GUTIERREZ, DAVID, HALE, RLC VENTURES, LLC, GUTIERREZ, ROY, DAVID, Chen, Richard, Leeway. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.