PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Guide Wealth Management LLC

● SEC registered since 2024CRD 264788SEC# 801-129937
Export (members)
Reg. AUM
$42.1M
Employees
2
Accounts
183
Location

Guide Wealth Management LLC assets under management

Guide Wealth Management LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $42.1 million in regulatory assets under management and employs 2 people.

Guide Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Matthew Hague ControlPresident/CcoOver 75%2015

Frequently asked questions

How much does Guide Wealth Management LLC manage?

Guide Wealth Management LLC reports $42.1 million in regulatory assets under management on its Form ADV.

How many employees does Guide Wealth Management LLC have?

Guide Wealth Management LLC reports 2 employees.

Does Guide Wealth Management LLC disclose fund performance?

Guide Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone646-450-1001
Office hours8a.m.-6p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$42.1M▲ 31%
Mar '25 — $32.3MApr '25 — $32.3MMay '25 — $32.3MJun '25 — $32.3MJul '25 — $32.3MAug '25 — $32.3MSep '25 — $32.3MOct '25 — $32.3MNov '25 — $32.3MDec '25 — $32.3MJan '26 — $32.3MFeb '26 — $32.3MMar '26 — $42.1MApr '26 — $42.1MMay '26 — $42.1MJun '26 — $42.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$42.1Mregulatory AUM
Discretionary $42.1M