GUZMAN WEALTH MANAGEMENT

GUZMAN WEALTH MANAGEMENT of AUSTIN, TX is an SEC-registered investment adviser (CRD 304861). Regulatory assets under management: $21.0M.

Registration

• CRD: 304861
• Type: Registered investment adviser
• Location: 108 WILD BASIN RD S, AUSTIN, TX, 78746
• Phone: 512-640-5475
• Latest filing: 2026-02-19
• Regulatory AUM: $21.0M
• Non-discretionary AUM: $21.0M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304861 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search