{
  "crd_number": 331310,
  "slug": "gugle-wealth-advisory-331310",
  "primary_business_name": "GUGLE WEALTH ADVISORY",
  "legal_name": "GUGLE WEALTH ADVISORY LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-06-26",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 51426290.0,
  "raum_discretionary": 51426290.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 8854747.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 42571543.0,
      "count": 15
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "SC"
  ],
  "websites": [
    "https://facebook.com/people/Gugle-Wealth-Advisory/61560388300262",
    "https://guglewealth.com",
    "https://linkedin.com/company/gugle-wealth-advisory",
    "https://linkedin.com/in/johngugle",
    "https://x.com/johngugle",
    "https://youtube.com/channel/UCT96TpbnBhqyHDtrYxfylkg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331310",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/gugle-wealth-advisory-331310",
  "display_name": "Gugle Wealth Advisory",
  "summary": "Gugle Wealth Advisory is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Gugle Wealth Advisory (CRD 331310): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Gugle Wealth Advisory compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gugle Wealth Advisory reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Gugle Wealth Advisory registered with the SEC or a state?",
      "a": "Gugle Wealth Advisory is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331310."
    },
    {
      "q": "How much does Gugle Wealth Advisory manage?",
      "a": "Gugle Wealth Advisory reports $51,426,290 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Gugle Wealth Advisory serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Gugle Wealth Advisory report any disciplinary disclosures?",
      "a": "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/331310"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/gugle-wealth-advisory-331310.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 8854747.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 42571543.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331310",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}