GUANILL WEALTH MANAGEMENT

Overview

Guanill Wealth Management is a small, owner-operated corporate advisory practice that provides financial planning and investor education alongside periodic publications. The firm charges clients through a mix of percentage-of-AUM and fixed fees and engages in client-facing activities such as financial planning services, publication of periodicals or newsletters, and educational seminars or workshops. Guanill identifies as a non–multi-state adviser, is not actively pursuing ESG investing, and does not market itself as a pension consultant or capital allocator. The firm has an industry affiliation with an insurance company, which may influence product availability or distribution (the record also lists annuities among the investments used). Ownership is individual rather than institutional, and the firm is categorized as unclassified in the snapshot provided.

Assets & Accounts

Investments & Alternatives