Guided Wealth, LLC

Overview

Guided Wealth, LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2026. The firm positions itself as a capital allocator serving individual and family clients, combining portfolio management and financial planning with the ability to outsource or select other advisers when needed. Fee arrangements include both percentage-of-AUM and fixed-fee engagements. Guided Wealth lists core advisory services as financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm does not describe itself as an active ESG investor and identifies an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices