# GUIDED WEALTH, LLC

GUIDED WEALTH, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 339013
- Type: SEC-registered investment adviser
- SEC file number: 801-134849
- Phone: (508) 980-0999
- Latest filing: 2026-05-04
- Regulatory AUM: $105.3M
- Discretionary AUM: $105.3M
- Clients: 5
- Accounts: 299

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Blake Gabriel Barbosa | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | (860) 716-6608 |
| — | — | 1 | (508) 272-3269 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/339013/brochure
- Similar advisers: https://search.stillhousedata.com/firm/339013/similar
- Related entities: https://search.stillhousedata.com/firm/339013/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/339013

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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.