GUIDED WEALTH, LLC is an SEC-registered investment adviser (CRD 339013). Regulatory assets under management: $105.3M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Blake Gabriel Barbosa | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (860) 716-6608 |
| — | — | 1 | (508) 272-3269 |