GUIDE WEALTH MANAGEMENT LLC

GUIDE WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 264788). Regulatory assets under management: $42.1M.

Registration

• CRD: 264788
• SEC file number: 801-129937
• Type: Registered investment adviser
• Phone: 646-450-1001
• Latest filing: 2026-03-24
• Regulatory AUM: $42.1M
• Discretionary AUM: $42.1M
• Clients: 2
• Accounts: 183

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 264788 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search