# OUR WEALTH GUIDES, INC.

OUR WEALTH GUIDES, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 296866
- Type: SEC-registered investment adviser
- SEC file number: 801-121298
- Location: 2945 TOWNSGATE ROAD, SUITE 120, WESTLAKE VILLAGE, CA, 91361
- Phone: 805-603-4960
- Latest filing: 2026-06-18
- Regulatory AUM: $257.9M
- Discretionary AUM: $257.9M
- Clients: 3
- Accounts: 517

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Nayivi Veronica Velez | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
| VELEZ NAYIVI VERONICA | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296866/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296866/similar
- Related entities: https://search.stillhousedata.com/firm/296866/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296866

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.