GUIDED CAPITAL WEALTH MANAGEMENT, LLC
SEC RegisteredYour family. Your future. Our fiduciary commitment.
About the firm
Guided Capital Wealth Management is an independent, SEC-registered advisory firm that operates as a fiduciary, putting clients' best interests first with one transparent fee and no hidden costs. Their investment approach is grounded in evidence-based research and rigorous analytics, integrated with personalized financial planning to support clients through every stage of life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial & Retirement Planning, Investment Management, 401(k) Account Management, Estate Planning & Trust Services, Insurance Planning, Education Planning, Tax Minimization, and Charitable Giving Strategies
Who they serve
Individuals and families at every stage of their financial journey
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $29M |
| High Net Worth Individuals | 66 | $180M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 9 | $41M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 - $999,999 | 1.50% |
| $1,000,000 - $1,999,999 | 1.25% |
| $2,000,000 - $2,999,999 | 1.00% |
| $3,000,000 and up | — |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GUIDED CAPITAL WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.