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- Custodian
- Bank OF America ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-29-2024
- Office Locations
- 1
Office Locations
About Guidici Wealth Management LLC
GPS Retirement (Guidici Wealth Management LLC) is a Warwick, RI firm focused on retirement planning for everyday Americans, helping clients protect assets and build income, growth, and legacy strategies. The team combines financial planning with insurance-based solutions (including fixed annuities) and RIA investment management, with portfolios largely implemented using ETFs and custody at Charles Schwab. Founder Tom Guidici has 20+ years in financial and insurance work.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 64 clients, or 32 clients per representative. That equates to $220.1K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on August 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
THOMAS EDWARD GUIDICI
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #5455575
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NICOLE LISE CAPUANO
--
- CRD
- #8040889
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,085,312 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,085,312 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Guidici Wealth Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.