GUIDICI WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- WARWICK, Rhode Island
- CRD number
- 330832
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Guidici Wealth Management LLC is a small, privately owned wealth adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and combines portfolio management for individuals and small businesses with selection-of-advisers services — it acts as a capital allocator when placing client assets with outside managers. Guidici also operates as an insurance broker, offering insurance solutions alongside its advisory work. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
2 of 2NICOLE CAPUANO
Director of Client RelationsCRD 8040889
THOMAS GUIDICI
FounderCRD 5455575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WARWICK, RI
KENT
Location
WARWICK, RI
Headquartered in WARWICK, RI, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- KENT
- Address
- 250 Centerville Rd
- Time zone
- ET (UTC-5)
- Office locations
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