GUIDANCE WEALTH ADVISORS LLC

GUIDANCE WEALTH ADVISORS LLC of LEBANON, NJ is an SEC-registered investment adviser (CRD 321248). Regulatory assets under management: $59.1M.

Registration

• CRD: 321248
• Type: Registered investment adviser
• Location: 1225 NJ - ROUTE 31 SOUTH, LEBANON, NJ, 08833
• Phone: 610-750-9444
• Latest filing: 2026-03-19
• Regulatory AUM: $59.1M
• Discretionary AUM: $59.1M
• Clients: 4
• Accounts: 307

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321248 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search