GUIDEDMONEY, LLC

GUIDEDMONEY, LLC is an SEC-registered investment adviser (CRD 310559). Regulatory assets under management: $232.6M.

Registration

• CRD: 310559
• SEC file number: 801-129707
• Type: Registered investment adviser
• Phone: 608-630-7974
• Latest filing: 2026-03-19
• Regulatory AUM: $232.6M
• Discretionary AUM: $232.6M
• Clients: 2
• Accounts: 338

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310559 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search