Overview
Assets Under Management: $250 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 49
Average Client Assets: $3 million
Frequently Asked Questions
GUIDED CAPITAL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310056), GUIDED CAPITAL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GUIDED CAPITAL WEALTH MANAGEMENT, LLC is headquartered in HOUSTON, TX.
GUIDED CAPITAL WEALTH MANAGEMENT, LLC serves 49 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, GUIDED CAPITAL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GUIDED CAPITAL WEALTH MANAGEMENT, LLC manages $250 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, GUIDED CAPITAL WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 484
Discretionary Accounts: 484
Regulatory Filings
CRD Number: 310056
Last Filing Date: 2025-03-03 00:00:00
Website: https://guidedcapitalwealth.com