# Guided Wealth, LLC

> Guided Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 4, 2026.

- CRD: 339013
- Filed as: GUIDED WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: May 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339013
- AdvisorCensus page: https://advisorcensus.com/firm/guided-wealth-llc-339013

## Quick answers

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

**How much does Guided Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated May 4, 2026 states: Subscription: up to $50,000 a year (ongoing financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Guided Wealth, LLC registered with the SEC or a state?**
Guided Wealth, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339013.

**How much does Guided Wealth, LLC manage?**
Guided Wealth, LLC reports $105,320,637 in regulatory assets under management in its Form ADV filing dated May 4, 2026 (100% discretionary).

**What types of clients does Guided Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (28).

**Which custodians does Guided Wealth, LLC use?**
Guided Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Guided Wealth, LLC 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/339013

**Does Guided Wealth, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 4, 2026 says: "Guided Wealth generally does not impose a minimum relationship size."

**What changed in Guided Wealth, LLC's recent Form ADV filings?**
In the June 2026 filing data: Regulatory assets under management went from $0 to $105,320,637.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 4, 2026)

- Account minimum: None

> Guided Wealth generally does not impose a minimum relationship size.

- Subscription: up to $50,000 a year (ongoing financial planning)

> However, Clients will be charged an ongoing financial planning ranging up to $50,000 per year until the value of the wealth management fee is twice the amount of the projected financial planning fee.

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

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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: $105,320,637
- Discretionary: $105,320,637
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $39,871,504 |
| High net worth individuals | 28 | $65,449,133 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, RI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [guidedwealthplanning.com](https://guidedwealthplanning.com)

## Changes in the filing (last 12 months)

### June 2026
- Regulatory assets under management went from $0 to $105,320,637.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guided Wealth, LLC (CRD 339013): Form ADV filing data as of October 2026.