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Guided Wealth
Guided Wealth is structured as a limited liability company registered as an RIA with the SEC.
Guided Wealth
Guided Wealth is structured as a limited liability company registered as an RIA with the SEC. The firm's founding year and original principals are not publicly documented, though its regulatory filings indicate it manages assets primarily for individual and family clients. No single family or endowment stake is disclosed as the wealth origin. Investment strategy centers on customized portfolio construction using a mix of traditional asset classes—public equities, fixed income, and cash—alongside alternatives such as private equity funds, real estate investment trusts, and hedge fund vehicles. The firm does not publicly name specific portfolio companies or co-investment partners. Its geographic focus is domestic United States, with no disclosed international mandates. The number of professionals and total AUM are not publicly reported. No additional offices or philanthropic vehicles are confirmed in public records. No verified operational event from the past 24 months is available. The firm's structural differentiator is its fiduciary RIA model, distinct from a single-family office or multi-family office. It acts as an independent advisor without a proprietary wealth origin, serving multiple clients under a state or SEC regulatory framework. Governance details and succession plans are not publicly disclosed.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who makes investment decisions at 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.
Is Guided Wealth a single-family office or multi-family office?
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.
What asset classes does Guided Wealth typically invest in?
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.
Does Guided Wealth participate in direct private deals or co-investments?
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.
What is the source of the wealth managed by Guided Wealth?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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