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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-08-2023
- Office Locations
- 1
Office Locations
About Wealthmind Financial Planning
Wealthmind Financial Planning is a women-focused RIA providing ongoing, fiduciary financial planning and discretionary portfolio management, integrating tax, estate and insurance planning for clients nearing retirement—often about 10 years out and anticipating an inheritance. Portfolios follow a diversified MPT/asset-location approach and commonly use Dimensional and Vanguard ETFs/funds, custodied at Schwab. Serves clients nationwide virtually; led by founder MaryAnne Gucciardi (CFP®, RICP®).
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Investment Themes
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Owner & Executives
MaryAnne Gucciardi
Chief Compliance Officer, Owner
- CRD
- #7442784
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,481,207 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,481,207 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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