$42.1M Total AUM
$42.1M Disc. AUM
-- 3Y CAGR
2 Employees
39 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-13-2016
- Office Locations
- 1
Office Locations
-- Putnam Valley NY
About Guide Wealth Management
Guide Wealth Management is an independent, fee-only fiduciary wealth manager founded in 2015. The firm delivers full-service financial planning and portfolio management for individuals and business owners/entrepreneurs, with a focus on complex situations and creative, clarity-driven solutions. Investment work centers on disciplined asset allocation and risk management using fixed income and mutual fund/ETF implementation, supported by eMoney planning.
Team overview
46 AVG AGE
$42.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Open the full profile to inspect shifts in glacier delta.
Request access to benchmark trends tied to quantum prime.
Request access to benchmark trends tied to bridge delta.
Request access to benchmark trends tied to catalyst harbor.
See the complete signal summary connected to fusion ember.
See the complete signal summary connected to eagle oak.
Unlock to compare peer behavior around quantum atlas.
Unlock to see real insight on fusion ridge.
Asset Classes
Frontier
Client Personas
Unison focus
Custodian
Pioneer
Investment Themes
Meridian vertex Optima zenith Pathway optima
Investment Vehicles
Wave eagle
Platform
Insight
Services
Momentum radial Pathway Delta Wave Value matrix Matrix optima Value Ember eagle
Owner & Executives
MATTHEW HAGUE
Agent, Chief Compliance Officer, President
- CRD
- #6505461
- Ownership
- 75% or more
(207) 258-5811
pioneer.pathway@unisoncapital.com
in linkedin.com/in/eagle-element
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,098,507 | $230,046 |
| Non-Discretionary | $0 | -- |
| Total | $42,098,507 | $230,046 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $42,098,507
Public Funds:
44.3% Equity - Exchange:
55.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,011,696,528 | 44.3% |
| Equity - Exchange | $3,786,715,499 | 55.7% |
| Total | $6,798,412,027 | 100.0% |