This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-26-2024
- Office Locations
- 1
Office Locations
About Gugle Wealth Advisory
Gugle Wealth Advisory is a flat-fee, fiduciary financial advisory firm serving the Charlotte, NC metro (with virtual options). The practice focuses on retirees and pre-retirees, physicians, and clients navigating divorce, pairing concierge financial planning with investment management that may include ETFs and mutual funds. Founder-led and affiliated with NAPFA and the XY Planning Network; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN THOMAS GUGLE
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #4071396
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,426,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,426,290 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing