$10.5M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
5 yrs Firm Age
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- Custodian
- Altruist · Ascensus
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-21-2021
- Office Locations
- 1
Office Locations
6121 Indian School Rd. NE Suite 102 Albuquerque NM
About Retirement Wealth Guidance LLC
Retirement Wealth Guidance is a CFP-led financial planning firm serving families living with and through Alzheimer’s, helping them create clear action plans and follow through. Based in the Albuquerque/Santa Fe area, engagements typically start virtually with optional in-person meetings, supported by client-friendly education videos. The firm focuses on retirement planning and investment guidance, with custody including Altruist and Nationwide.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$525.8K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSE VICENTE SANCHEZ
Advocate
- CRD
- #5021345
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,408,371 | -- |
| Non-Discretionary | $8,107,104 | -- |
| Total | $10,515,475 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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