$105.3M Total AUM
$105.3M Disc. AUM
-- 3Y CAGR
5 Employees
115 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2026
- Office Locations
- 2
Office Locations
-- Dartmouth MA
-- Lantana TX
About Guided Wealth, LLC
Guided Wealth, LLC is a Dartmouth-based RIA with 2 offices. The firm has been operating for 0 years. Managing $105.3M in total assets under management, with 3 advisory representatives. They custody assets with Altruist.
Team overview
31 AVG AGE
$35.1M AVG AUM / ADVISOR
$915.8K AVG AUM / CLIENT
0.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
BLAKE GABRIEL BARBOSA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #6240878
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
STEFANO Joseph LANCI
--
- CRD
- #7862182
Available
Available
Available
C
Carolyn Ann Pratt
--
- CRD
- #6843948
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,320,637 | $352,243 |
| Non-Discretionary | $0 | -- |
| Total | $105,320,637 | $352,243 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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