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GUIDING WEALTH MANAGEMENT, LLC

CRD 175242

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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

TypeClientsAUM
Individuals49$17.1M
High net worth individuals20$42.4M

All web addresses on file

Official SEC filing: View on IAPD