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Building 2GUIDED CAPITAL WEALTH MANAGEMENT, LLC

Map pinHOUSTON, TX
Phone832-975-0710
NotebookSEC #801-129612
Total AUM
$249.2M
Employees
5
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 GREENWAY PLAZA
SUITE 1203
HOUSTON
TX 77046
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
832-975-0710

ReceiptFinancials

Total AUM
$249.2M
Accounts
592
Discretionary
$249.2M
Accounts
592
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$28.8M
HNW Individual Clients
66
AUM
$179.7M
Pension/Profit Sharing Plan Clients
9
AUM
$40.7M
Corporation or Business Clients
1
AUM
$11.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLNJTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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