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GUIDED WEALTH, LLC

CRD 339013 · SEC 801-134849

Visit website

MA, United States

Phone

(508) 980-0999

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$105.3M

Discretionary AUM

$105.3M

Team

5 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals87$39.9M
High net worth individuals28$65.4M

States served

MA, RI, TX

All web addresses on file

Official SEC filing: View on IAPD