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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, with...
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, with $323 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Single Family Office
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.
How does Gutierrez Wealth Advisory source proprietary deal flow?
There is no publicly available information on how the office sources deals. As a private single-family office, it may rely on personal networks, trusted advisors, or direct relationships with fund managers.
Is Gutierrez Wealth Advisory structured as a single family office or does it operate more like a venture firm?
Gutierrez Wealth Advisory is structured as a single-family office, focused on managing the wealth of the Gutierrez family. There is no evidence of external capital management or venture-style operations.
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 investment stages does Gutierrez Wealth Advisory typically target?
No target stages have been publicly identified. The office likely allocates with a long-term horizon across multiple asset classes, consistent with typical family office practice.
Where does the underlying wealth come from?
The source of the Gutierrez family's wealth is not publicly disclosed. The name suggests possible Latin American business origins, but no confirmed details are available.
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.
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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