Guide Wealth Management

Overview

Guide Wealth Management is an independent RIA organized as a limited liability company and SEC-registered in 2024. The firm serves individuals, families and institutional clients, with advisory services focused on financial planning, portfolio management for individuals and small businesses, and pension consulting. Its business and industry affiliation data also identify accounting as a core activity, which suggests an emphasis on integrating tax and financial planning considerations into portfolio construction and client service. On the investment side, Guide Wealth Management runs discretionary mandates across its client base and leans heavily on publicly available pooled vehicles—primarily mutual funds and public funds—as the backbone of portfolios. The firm charges a mix of fees (percentage of AUM, hourly and fixed fees), and does not list active ESG investing as part of its stated approach. It is classified as an independent, owner-operated adviser (individual owner type) rather than a capital allocator or multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices