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Multi-Family OfficeRIA · CRD 304861

Updated:

Guzman Wealth Management

Guzman Wealth Management is a state-registered investment adviser in Austin, TX. The firm manages approximately $21 million in regulatory assets.

Guzman Wealth Management

Guzman Wealth Management is a state-registered investment adviser in Austin, TX. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.

Website
guzman.com

General information

Firm type

Multi Family Office

Frequently asked questions

How can I verify Guzman Wealth Management's registration status?

Guzman Wealth Management's RIA registration can be verified through the SEC's Investment Adviser Public Disclosure (IAPD) database or through FINRA's BrokerCheck. This provides official regulatory documentation.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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