← Back to searchVisit website
RETIREMENT WEALTH GUIDANCE LLC
CRD 313217
6121 INDIAN SCHOOL RD. NE, SUITE 102, ALBUQUERQUE, NM, 87110, United States
Phone
505-500-4032
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.5M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $1.1M |
| Pension/profit sharing plans | 2 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD