Guided Wealth

The firm employs a team of advisors and portfolio managers, but specific named investment professionals are not publicly listed. As an RIA, it operates under a fiduciary standard, with decisions made in committee or by designated managers per client mandate.

Guided Wealth is registered as an RIA, not a family office. It serves multiple unrelated clients, which distinguishes it from single-family offices that manage assets for one family or multi-family offices serving a select group. The firm's regulatory filings confirm its RIA classification.

The firm constructs portfolios using public equities, fixed income, and cash, supplemented by alternative investments such as private equity, real estate, and hedge funds. Customization per client is central, with no publicly disclosed sector or stage restrictions.

The firm offers private equity and real estate exposure, likely through fund vehicles rather than direct co-investments. No publicly sourced direct deal or co-investment activity is documented.

The firm's clients are high-net-worth individuals and families, but the origin of the underlying wealth—whether inherited, entrepreneurial, or from executive compensation—is not disclosed. The firm does not represent a single wealth origin.