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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EmberInsight
- Established Date
- 03-20-2015
- Office Locations
- 3
Office Locations
About Guiding Wealth Management, LLC
Guiding Wealth is a fee-only financial planning and investment management firm serving clients in Texas and nationwide via virtual meetings. The team delivers one-time plan creation or ongoing wealth management spanning cash flow and budgeting, retirement planning, college, tax and estate planning, and investment guidance for near- and long-term goals. Founder Hannah Moore, CFP®, is an Investopedia Top 100 honoree (since 2019) and a nationally recognized voice in the profession.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HANNAH JOY MOORE
Chief Compliance Officer, Founder, Owner
- CRD
- #5553126
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Neven A Kraguljevic
Chief Compliance Officer, Investment Adviser Representative, Managing Member
- CRD
- #7832971
Luis Efren Razo
--
- CRD
- #7827178
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,318,830 | -- |
| Non-Discretionary | $112,179 | -- |
| Total | $59,431,009 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,431,009
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $456,105,957 | 18.9% |
| Cash | $234,086,126 | 9.7% |
| Corporate - Investment Grade | $533,330,246 | 22.1% |
| Equity - Exchange | $378,881,668 | 15.7% |
| Equity - OTC | $463,345,734 | 19.2% |
| Municipal Bonds | $347,509,302 | 14.4% |
| Total | $2,413,259,033 | 100.0% |