Gutierrez Wealth Advisory, LLC
Firm details
- Headquarters
- Little Rock, Arkansas
- CRD number
- 319481
- Registered since
- October 3, 2022
- Website
- gutierrezwealthadvisory.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.8%
- Individuals9.18%
- Other2.48%
- Insurance Companies1.2%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gutierrez Wealth Advisory, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm operates as a capital allocator for both individual and institutional clients and charges a mix of asset-based fees and fixed fees. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and adviser selection. The firm does not present itself as an ESG investor and is not registered as a multi-state adviser.
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
- Public Funds/Mutual Funds76%
- Cash & Cash Equivalents12%
- Exchange Traded Equities8%
- State & Local Bonds2%
- Non-Exchange Traded Equities1%
Contacts
3 of 4
Leighann Arthur
Director of Client RelationsCRD 2472805
David Gutierrez
Co-FounderCRD 4988450
Roy Gutierrez
Co-FounderCRD 1007996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$228M in ETFs
33%
$76.3M
58%
$152M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $18.3M | 26,716 | 8.03% |
Location
Little Rock, AR
Pulaski
Location
Little Rock, AR
Headquartered in Little Rock, AR, anchoring the Little Rock-North Little Rock, AR metro in the South.
- Metro area
- Little Rock-North Little Rock, AR
- Region
- South
- County
- Pulaski
- Address
- 10801 Executive Center Dr
- Time zone
- CT (UTC-6)
- Office locations
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