← Back to searchVisit website
GUTIERREZ WEALTH ADVISORY, LLC
CRD 319481 · SEC 801-126693
10801 EXECUTIVE CENTER DR., STE. 103, LITTLE ROCK, AR, 72211, United States
Phone
(501) 451-6900
Fax
501-451-6907
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.3M
Discretionary AUM
$323.3M
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $30.2M |
| High net worth individuals | 68 | $285.8M |
| Charitable organizations | 2 | $829K |
| Insurance companies | 1 | $4.0M |
| Corporations/business entities | 3 | $312K |
States served
AR, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD