RETIREMENT WEALTH GUIDANCE LLC

RETIREMENT WEALTH GUIDANCE LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser (CRD 313217). Regulatory assets under management: $10.5M.

Registration

• CRD: 313217
• Type: Registered investment adviser
• Location: 6121 INDIAN SCHOOL RD. NE, ALBUQUERQUE, NM, 87110
• Phone: 505-500-4032
• Latest filing: 2026-02-19
• Regulatory AUM: $10.5M
• Discretionary AUM: $2.4M
• Non-discretionary AUM: $8.1M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313217 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search