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Guzman Wealth Management
Guzman Wealth Management is an SEC-registered investment adviser in Austin, TX. The firm manages approximately $21 million in regulatory assets.
Guzman Wealth Management
Guzman Wealth Management is an SEC-registered investment adviser in Austin, TX. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Guzman Wealth Management a single-family office or multi-family office?
Guzman Wealth Management is classified as an RIA and multi-family office based on available public records. The firm provides wealth management services to multiple families rather than a single family.
What services does Guzman Wealth Management offer?
As a registered investment advisor and multi-family office, Guzman Wealth Management typically offers wealth management, investment advisory, and financial planning services. Specific service offerings are not publicly detailed.
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. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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