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Village Wealth Advisors
Filed as VILLAGE WEALTH ADVISORS · Legal name Our Wealth Guides, Inc.
Village Wealth Advisors is an SEC-registered investment advisory firm in Westlake Village, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 18, 2026.
Quick answers
From the filingHow is Village Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Village Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Village Wealth Advisors charge?
Its Form ADV Part 2A brochure dated June 18, 2026 states: Flat fee: $250 to $6,000 (Multi-component planning engagements); Hourly rate: $250 an hour (limited planning component engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Village Wealth Advisors located?
Village Wealth Advisors' principal office is in Westlake Village, CA, according to its Form ADV.
Is Village Wealth Advisors registered with the SEC or a state?
Village Wealth Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 296866.
How much does Village Wealth Advisors manage?
Village Wealth Advisors reports $257,908,095 in regulatory assets under management in its Form ADV filing dated June 18, 2026 (100% discretionary).
How have Village Wealth Advisors' assets and staff changed since 2021?
In the Form ADV data for Village Wealth Advisors: Regulatory assets under management: $109,521,365 in the October 2021 data and $257,908,095 in the October 2026 data, up 135%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Village Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (99).
Which custodians does Village Wealth Advisors use?
Village Wealth Advisors' 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 Village Wealth Advisors 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/296866
Does Village Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated June 18, 2026 says: "Our firm provides advisory services to individuals and high net worth individuals. We do not require minimum income, minimum asset levels or other similar preconditions, but we do reserve the right to decline services to any prospective client for any nondiscriminatory reason."
What changed in Village Wealth Advisors' recent Form ADV filings?
In the May 2026 filing data: Registered or notice-filed in KS.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Our firm provides advisory services to individuals and high net worth individuals. We do not require minimum income, minimum asset levels or other similar preconditions, but we do reserve the right to decline services to any prospective client for any nondiscriminatory reason.
Flat fee: $250 to $6,000 (Multi-component planning engagements)
The brochure's wording
Multi-component planning engagements are assessed fixed fees that ranges from $250 to $6,000.
Hourly rate: $250 an hour (limited planning component engagement)
The brochure's wording
Clients interested in a limited planning component engagement are assessed an hourly fee. Our rate is $250 per hour;
As stated in the firm's Form ADV Part 2A brochure dated June 18, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$257,908,095 as of October 2026, filing dated June 18, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Our Wealth Guides, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2021 (5 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
15 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $257,908,095 | 3 | June 18, 2026 |
| October 2025 | $211,730,373 | 3 | July 3, 2025 |
| October 2024 | $170,468,951 | 3 | April 7, 2024 |
| October 2023 | $132,848,490 | 3 | April 4, 2023 |
| October 2022 | $126,330,421 | 3 | April 8, 2022 |
| October 2021 | $109,521,365 | 3 | April 23, 2021 |
Regulatory assets under management: $109,521,365 in the October 2021 data and $257,908,095 in the October 2026 data, up 135%.
Total employees: 3 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Registered or notice-filed in KS.
- April 2026
- Regulatory assets under management went from $211,730,373 to $257,908,095 (+22%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Village Wealth Advisors (CRD 296866): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866