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Building 2GUIDED WEALTH, LLC

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Phone(508) 980-0999
NotebookSEC #801-134849
Total AUM
$105.3M
Employees
5
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
(508) 980-0999
Other Offices
2

ReceiptFinancials

Total AUM
$105.3M
Accounts
299
Discretionary
$105.3M
Accounts
299
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$39.9M
HNW Individual Clients
28
AUM
$65.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MARITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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