WEALTHGUIDES LLC

WEALTHGUIDES LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 329822). Regulatory assets under management: $4.4M.

Registration

• CRD: 329822
• Type: Registered investment adviser
• Location: 5915 N. COLLEGE AVE STE 208, INDIANAPOLIS, IN, 46220
• Phone: 3175337707
• Latest filing: 2026-01-21
• Regulatory AUM: $4.4M
• Discretionary AUM: $4.4M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly, Fixed.

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 329822 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search