Gutierrez Wealth Advisory, LLC
● SEC registered since 2022CRD 319481SEC# 801-126693Little Rock, AR
Reg. AUM
$329.3M
Employees
4
Accounts
510
Location
Little Rock, AR
Gutierrez Wealth Advisory, LLC assets under management
Gutierrez Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Little Rock, AR. The firm has been registered since 2022. It reports $329.3 million in regulatory assets under management and employs 4 people.
Gutierrez Wealth Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Hale Gutierrez Control | Co-Founder & Chief Compliance Officer | 50-75% | 2022 |
| Roy David Gutierrez Control | Co-Founder | 50-75% | 2022 |
Frequently asked questions
How much does Gutierrez Wealth Advisory, LLC manage?
Gutierrez Wealth Advisory, LLC reports $329.3 million in regulatory assets under management on its Form ADV.
How many employees does Gutierrez Wealth Advisory, LLC have?
Gutierrez Wealth Advisory, LLC reports 4 employees.
Where is Gutierrez Wealth Advisory, LLC located?
Gutierrez Wealth Advisory, LLC is based in Little Rock, AR and has been SEC-registered since 2022.
Does Gutierrez Wealth Advisory, LLC disclose fund performance?
Gutierrez Wealth Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10801 Executive Center Dr., Ste. 103, Little Rock, AR 72211 |
| Phone | (501) 451-6900 |
| Fax | 501-451-6907 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1965923 |
| Discloses disciplinary history | No |
Regulatory AUM
$329.3M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$329.3Mregulatory AUM
Discretionary $323.3MNon-discretionary $6M