CRD: 171732
Guitian Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2014
- Office Locations
- 1
Office Locations
About Guitian Wealth Management, LLC
Guitian Wealth Management, LLC is a Coral Gables, FL RIA providing investment management and comprehensive wealth planning. The firm supports retirees, business owners and entrepreneurs with retirement planning, financial management, business succession, insurance and charitable giving. Portfolios emphasize public funds with an asset-allocation and risk-management approach; custody includes Charles Schwab and TD Ameritrade.
Team overview
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Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
ISRAEL GUITIAN JR
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2110912
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,087,518 | -- |
| Non-Discretionary | $862,057 | -- |
| Total | $20,949,575 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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