Guided Wealth, LLC
Guided Wealth, LLC is an SEC-registered mass-market adviser with $105.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Guided Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339013, SEC 801-134849, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $105.3M (2026-05-04)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 115
- CRD
- 339013
- Ownership
- BARBOSA, BLAKE, GABRIEL
How much AUM does Guided Wealth, LLC have?
Guided Wealth, LLC reported $105.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Guided Wealth, LLC?
Disclosed owners and executives of Guided Wealth, LLC include BARBOSA, BLAKE, GABRIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.