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WEALTHGUIDES LLC
CRD 329822
5915 N. COLLEGE AVE STE 208, INDIANAPOLIS, IN, 46220, United States
Phone
3175337707
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.4M
Discretionary AUM
$4.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.6M |
| High net worth individuals | 1 | $1.8M |
Official SEC filing: View on IAPD