OUR WEALTH GUIDES, INC.

OUR WEALTH GUIDES, INC. of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 296866). Regulatory assets under management: $257.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

NameRoleLocation
Nayivi Veronica VelezPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER
VELEZ NAYIVI VERONICAPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

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