CRD: 319481
Gutierrez Wealth Advisory, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2022
- Office Locations
- 1
Office Locations
About Gutierrez Wealth Advisory, LLC
Gutierrez Wealth Advisory is an SEC-registered RIA in Little Rock, Arkansas providing holistic wealth management and financial planning, including retirement, tax and estate planning coordination, insurance, and charitable giving. The team builds diversified portfolios using vehicles such as ETFs and mutual funds, with custody/clearing through Fidelity/NFS and securities offered via Purshe Kaplan Sterling (FINRA/SIPC).
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID HALE GUTIERREZ
Chief Compliance Officer, Co-founder, Wealth Advisor
- CRD
- #4988450
- Ownership
- 50% but less than 75%
ROY DAVID GUTIERREZ
Co-founder, Wealth Advisor
- CRD
- #1007996
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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LEIGHANN KIRTLEY ARTHUR
Director
- CRD
- #2472805
HILLARY MARIE CANTERBURY
Associate
- CRD
- #3179677
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,288,700 | $646,577 |
| Non-Discretionary | $6,037,752 | $603,775 |
| Total | $329,326,452 | $645,738 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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