Guidici Wealth Management LLC

Overview

Guidici Wealth Management LLC is a small, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses, along with selecting third‑party advisers when appropriate. It also operates as an insurance broker, which aligns with its use of annuity products in client solutions. Guidici is not an active ESG investor and does not present itself as a multi‑state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices