# Guide Wealth Management

Guide Wealth Management is a RIA based in Bethesda, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** guidewealth.com
- **LinkedIn:** https://www.linkedin.com/company/guide-wealth-management

## Regulatory record

- **CRD number:** 264788
- **SEC file number:** 801-129937
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/264788

## About

Guide Wealth Management is a Registered Investment Advisor firm with offices in New York, and Washington D.C. We offer full service wealth management services to high net worth individuals, and the emerging affluent.

## Sectors

- Wealth Management
- Financial Services

## People

- Joseph Deitch — Founder and Chairman

## Questions

### Who runs investment decisions at Guide Wealth Management?

Joseph Deitch, the firm's founder and chairman, sets the overarching investment philosophy. Day-to-day portfolio construction and management decisions are executed by the firm's internal investment committee, which follows a passive, evidence-based approach centered on low-cost exchange-traded funds and institutional mutual funds.

### Is Guide Wealth Management a fiduciary?

Yes. Guide Wealth Management operates as a fee-only registered investment advisor (RIA), which legally obligates it to act as a fiduciary in all client relationships. The firm does not accept commissions or sell proprietary products, and compensation comes exclusively from client-paid advisory fees.

### Does Guide Wealth Management custody client assets itself?

No. Guide Wealth Management does not hold client assets directly. Accounts are custodied at third-party institutions — primarily Charles Schwab and Fidelity — where the firm has authority to trade on a discretionary basis under client advisory agreements.

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- [Dipsea Capital](https://altss.com/profile/dipsea-capital-llc)
- [Knight Financial Investments](https://altss.com/profile/knight-financial-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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