# Wealthguides LLC

> Wealthguides LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 329822
- Filed as: WEALTHGUIDES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329822
- AdvisorCensus page: https://advisorcensus.com/firm/wealthguides-llc-indianapolis-in-329822

## Quick answers

**How is Wealthguides LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthguides LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthguides LLC located?**
Wealthguides LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Wealthguides LLC registered with the SEC or a state?**
Wealthguides LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 329822.

**How much does Wealthguides LLC manage?**
Wealthguides LLC reports $4,429,509 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**What types of clients does Wealthguides LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (1).

**Does Wealthguides LLC report any disciplinary disclosures?**
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/329822

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,429,509
- Discretionary: $4,429,509
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $2,649,509 |
| High net worth individuals | 1 | $1,780,000 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: IN, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthguides LLC (CRD 329822): Form ADV filing data as of October 2026.