# Guanill Wealth Management

> Guanill Wealth Management is a state-registered investment advisory firm in Sacramento, CA, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated February 26, 2026.

- CRD: 281340
- Filed as: GUANILL WEALTH MANAGEMENT
- Legal name: Guanill Wealth Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281340
- AdvisorCensus page: https://advisorcensus.com/firm/guanill-wealth-management-sacramento-ca-281340

## Quick answers

**How is Guanill Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Guanill Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Guanill Wealth Management located?**
Guanill Wealth Management's principal office is in Sacramento, CA, according to its Form ADV.

**Is Guanill Wealth Management registered with the SEC or a state?**
Guanill Wealth Management is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281340.

**Does Guanill Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281340

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 8retirementobstacles.com
- bufferedindexfund.com
- cacoast-taxpros.com
- edguanill.com
- edgwealth.com
- esgfinancial.com
- helpsavemy401k.com
- retirementmoneycolor.com
- taxreformtalk.com
- thefinancialhq.com/GUANILLCOMRA
- Facebook facebook.com
- Instagram @guanillwealthmanagement
- LinkedIn @guanillwealthmanagement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guanill Wealth Management (CRD 281340): Form ADV filing data as of October 2026.