# Village Wealth Advisors

> 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.

- CRD: 296866
- Filed as: VILLAGE WEALTH ADVISORS
- Legal name: Our Wealth Guides, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake Village, CA
- Filing period: October 2026
- Form ADV filing dated: June 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296866
- AdvisorCensus page: https://advisorcensus.com/firm/village-wealth-advisors-westlake-village-ca-296866

## Quick answers

**How 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

### 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 June 18, 2026)

- Account minimum: None

> 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)

> Multi-component planning engagements are assessed fixed fees that ranges from $250 to $6,000.

- Hourly rate: $250 an hour (limited planning component engagement)

> 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 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: $257,908,095
- Discretionary: $257,908,095
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 141 | $34,308,705 |
| High net worth individuals | 99 | $223,319,109 |
| Corporations or other businesses not listed above | Fewer than 5 | $280,281 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, KS, MA, NC, NJ, NV, NY, OH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [villagewealthadvisors.com](https://villagewealthadvisors.com)
- Facebook @VillageWealthAdvisors
- Instagram @villagewealthadvisors
- LinkedIn @village-wealth-advisors
- X @VillageWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,521,365 | 3 | April 23, 2021 |
| October 2022 | $126,330,421 | 3 | April 8, 2022 |
| October 2023 | $132,848,490 | 3 | April 4, 2023 |
| October 2024 | $170,468,951 | 3 | April 7, 2024 |
| October 2025 | $211,730,373 | 3 | July 3, 2025 |
| October 2026 | $257,908,095 | 3 | June 18, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Village Wealth Advisors (CRD 296866): Form ADV filing data as of October 2026.