Guidance Wealth Advisors LLC
Firm details
- Headquarters
- Lebanon, New Jersey
- CRD number
- 321248
- Website
- guidancewealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.56%
- HNWI44.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Guidance Wealth Advisors LLC is an independent, privately held limited liability company that serves individual and family clients. The firm operates as a capital allocator and provides fee-based advisory services, charging both a percentage of assets under management and fixed fees. Core advisory activities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or business clients, and the selection of third‑party advisers. The firm reports an industry affiliation with an insurance company and does not identify as an ESG-focused investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds51%
- Public Funds/Mutual Funds33%
- Exchange Traded Equities6%
- Cash & Cash Equivalents6%
- Derivatives4%
Owners & executives
1 of 1
Nick Guida
Founder & CEOCRD 6382447
Contacts
1 of 1
Samantha Baghal
Client Service AssistantCRD 8190040
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lebanon, NJ
Hunterdon
Location
Lebanon, NJ
Headquartered in Lebanon, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hunterdon
- Address
- 1225 State Route 31
- Time zone
- ET (UTC-5)
- Office locations
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