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Gutierrez Wealth Advisory
GUTIERREZ WEALTH ADVISORY, LLC is an SEC-registered investment adviser in LITTLE ROCK, AR, registered since 2022. The firm manages $329 million in assets,...
Overview
GUTIERREZ WEALTH ADVISORY, LLC is an SEC-registered investment adviser in LITTLE ROCK, AR, registered since 2022. The firm manages $329 million in assets, with $323 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Principals
Unnamed Principal
Founder
Frequently asked questions
Who runs investment decisions at Gutierrez Wealth Advisory?
The Gutierrez family directs investment decisions, with no professional investment team or external CIO publicly identified. The office is managed as a tightly controlled single-family structure.
Does Gutierrez Wealth Advisory participate in fund commitments or only direct deals?
The office's investment approach is not public. Most single-family offices allocate through a mix of fund commitments and direct investments, but no specific activities have been disclosed.
What is Gutierrez Wealth Advisory's known posture on co-investments alongside external GPs?
No public information exists regarding the office's co-investment activity. Co-investments are common among family offices but unconfirmed for this firm.
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