# Guide Wealth Management

> Guide Wealth Management is an SEC-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 24, 2026.

- CRD: 264788
- Filed as: GUIDE WEALTH MANAGEMENT
- Legal name: Guide Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/264788
- AdvisorCensus page: https://advisorcensus.com/firm/guide-wealth-management-264788

## Quick answers

**How is Guide Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Guide Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Guide Wealth Management registered with the SEC or a state?**
Guide Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 264788.

**How much does Guide Wealth Management manage?**
Guide Wealth Management reports $42,098,507 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Guide Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Guide Wealth Management: Regulatory assets under management: $27,220,827 in the October 2024 data and $42,098,507 in the October 2026 data, up 55%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Guide Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (16); corporations or other businesses not listed above (1).

**Which custodians does Guide Wealth Management use?**
Guide Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Guide 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 SEC record: https://adviserinfo.sec.gov/firm/summary/264788

**Does Guide Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 24, 2026 says: "We do not have a minimum account size requirement." "There is no minimum fee for Investment Management Services."

**What changed in Guide Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $32,257,157 to $42,098,507 (+31%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

> There is no minimum fee for Investment Management Services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $42,098,507
- Discretionary: $42,098,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $6,885,077 |
| High net worth individuals | 16 | $35,213,430 |
| Corporations or other businesses not listed above | 1 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- guidewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $27,220,827 | 2 | March 31, 2024 |
| October 2025 | $32,257,157 | 2 | March 25, 2025 |
| October 2026 | $42,098,507 | 2 | March 24, 2026 |

Regulatory assets under management: $27,220,827 in the October 2024 data and $42,098,507 in the October 2026 data, up 55%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $32,257,157 to $42,098,507 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guide Wealth Management (CRD 264788): Form ADV filing data as of October 2026.