← Back to searchVisit website
VILLAGE WEALTH ADVISORS
OUR WEALTH GUIDES, INC.
CRD 296866 · SEC 801-121298
2945 TOWNSGATE ROAD, SUITE 120, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805-603-4960
Fax
888-650-7863
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$257.9M
Discretionary AUM
$257.9M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $34.3M |
| High net worth individuals | 99 | $223.3M |
States served
AZ, CA, CO, ID, KS, MA, NV, NJ, NY, NC, OH, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD