Guided Wealth, LLC
● SEC registered since 2026CRD 339013SEC# 801-134849
Reg. AUM
$105.3M
Employees
5
Accounts
299
Location
—
Guided Wealth, LLC assets under management
Guided Wealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $105.3 million in regulatory assets under management and employs 5 people.
Guided Wealth, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake Gabriel Barbosa Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Guided Wealth, LLC manage?
Guided Wealth, LLC reports $105.3 million in regulatory assets under management on its Form ADV.
How many employees does Guided Wealth, LLC have?
Guided Wealth, LLC reports 5 employees.
Does Guided Wealth, LLC disclose fund performance?
Guided Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (508) 980-0999 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$105.3MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$105.3Mregulatory AUM
Discretionary $105.3M