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, fee-based wealth manager that serves individuals and families. The firm combines portfolio management for individuals and small businesses with the selection of third‑party advisers, and it also operates as an insurance broker. Compensation is based on a percentage of assets under management. The firm is not positioned as an ESG investor, does not present itself as a multi‑state adviser, and is identified as a capital allocator that deploys client assets across public securities and insurance products.
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Nicole 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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