GUIDING WEALTH MANAGEMENT, LLC

GUIDING WEALTH MANAGEMENT, LLC of RICHARDSON, TX is an SEC-registered investment adviser (CRD 175242). Regulatory assets under management: $59.4M.

Registration

• CRD: 175242
• Type: Registered investment adviser
• Location: 2007 N. COLLINS BLVD, RICHARDSON, TX, 75080
• Phone: 214-810-3835
• Latest filing: 2026-06-16
• Regulatory AUM: $59.4M
• Discretionary AUM: $59.3M
• Non-discretionary AUM: $112K
• Clients: 3
• Accounts: 198

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175242 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search