# PLANGUIDE FINANCIAL LLC

PLANGUIDE FINANCIAL LLC of SOUTHLAKE, TX is an SEC-registered investment adviser.

## Registration

- CRD: 329089
- Type: SEC-registered investment adviser
- SEC file number: 801-135492
- Location: 180 STATE STREET, SUITE 225, SOUTHLAKE, TX, 76092
- Phone: 775-379-9729
- Latest filing: 2026-06-16
- Regulatory AUM: $277.3M
- Discretionary AUM: $50.6M
- Non-discretionary AUM: $226.7M
- Clients: 1
- Accounts: 9

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Sumit Gulati | EXECUTIVE DIRECTOR & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329089/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329089/similar
- Related entities: https://search.stillhousedata.com/firm/329089/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329089

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.