Guidedmoney, LLC
● SEC registered since 2024CRD 310559SEC# 801-129707
Reg. AUM
$232.6M
Employees
2
Accounts
338
Location
—
About Guidedmoney
GuidedMoney, operating as Direct Financial Care, offers straightforward full-service financial planning meant to be uncomplicated and time-efficient. It emphasizes looking out for clients' best interests so they can get back to what they love.
Summary based on the firm’s website.
Guidedmoney, LLC assets under management
Guidedmoney, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $232.6 million in regulatory assets under management and employs 2 people.
Guidedmoney, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamie John Droessler Control | Owner, Cco, Investment Adviser Representative | Over 75% | 2020 |
Frequently asked questions
How much does Guidedmoney, LLC manage?
Guidedmoney, LLC reports $232.6 million in regulatory assets under management on its Form ADV.
How many employees does Guidedmoney, LLC have?
Guidedmoney, LLC reports 2 employees.
Does Guidedmoney, LLC disclose fund performance?
Guidedmoney, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 608-630-7974 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$232.6M▲ 21%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$232.6Mregulatory AUM
Discretionary $232.6M