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GUZMAN WEALTH MANAGEMENT
SCG FINANCIAL SERVICES, LLC
CRD 304861
108 WILD BASIN RD S, SUITE 250, AUSTIN, TX, 78746, United States
Phone
512-640-5475
Fax
512-640-8011
Registration
— (—)
Source
State registered
Total AUM
$21.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $8.0M |
| High net worth individuals | 11 | $12.9M |
All web addresses on file
Official SEC filing: View on IAPD