CRD: 321248
Guidance Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company · Empower
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-12-2022
- Office Locations
- 1
Office Locations
About Guidance Wealth Advisors LLC
Guidance Wealth Advisors is a boutique independent wealth management firm serving high-net-worth families, high-income earners, and business owners. The team provides customized financial planning, proactive portfolio management, tax-reduction and legacy/retirement planning, supported by an online client portal and regular progress meetings. A differentiator is exclusive access to implement US Private Wealth’s proprietary Efficient Portfolio™ process; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICK GUIDA
Chief Compliance Officer, Financial Advisor, General Partner, Manager
- CRD
- #6382447
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Samantha Josephine Baghal
--
- CRD
- #8190040
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,116,224 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,116,224 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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