W
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2024
- Office Locations
- 1
Office Locations
5915 N. College AVE STE 208 Indianapolis IN
About Wealthguides LLC
Wealthguides LLC is a Indianapolis-based RIA. The firm has been operating for 2 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
27 AVG AGE
$4.4M AVG AUM / ADVISOR
$369.1K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Samuel Emerson Wagner
Chief Compliance Officer, FOUNDER
- CRD
- #7086137
- 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 | $4,429,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,429,509 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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