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- Custodian
- Ameritas ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
About Guzman Wealth Management
Guzman Wealth Management is an Austin, TX registered investment adviser providing goals-based, comprehensive financial planning and investment management. The firm emphasizes tax strategy and planning alongside retirement and withdrawal planning, estate and education planning. Portfolios are built around evidence-based, client-specific allocations and are largely implemented with ETFs, supporting efficient, scalable distribution alignment.
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Owner & Executives
STEVEN GUZMAN
President, Wealth Advisor
- CRD
- #5551845
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,968,132 | -- |
| Total | $20,968,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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