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GUIDING WEALTH MANAGEMENT, LLC
CRD 175242
2007 N. COLLINS BLVD, STE 503, RICHARDSON, TX, 75080, United States
Phone
214-810-3835
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.4M
Discretionary AUM
$59.3M
Team
3 total employees; 3 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $17.1M |
| High net worth individuals | 20 | $42.4M |
All web addresses on file
Official SEC filing: View on IAPD