Guided Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 339013
- Registered since
- January 6, 2026
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI62.14%
- Individuals37.86%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Guided Wealth, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm is registered with the SEC (registration year listed as 2026) and serves primarily individual and family clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers — reflecting its role as a capital allocator. Compensation is a mix of asset‑based fees and fixed fees. Guided Wealth is not positioned as an ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
- US Government Bonds1%
Contacts
2 of 2
Blake Barbosa
FounderCRD 6240878
Stefano Lanci
Financial PlannerCRD 7862182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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