Falists
← Back to search

DIRECT FINANCIAL CARE

GUIDEDMONEY, LLC

CRD 310559 · SEC 801-129707

Visit website

PA, United States

Phone

608-630-7974

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$232.6M

Discretionary AUM

$232.6M

Team

2 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)NON-DISCRETIONARY FINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals28$12.2M
High net worth individuals69$212.4M

States served

PA, WI

All web addresses on file

Official SEC filing: View on IAPD