Our Wealth Guides, Inc.
● SEC registered since 2021CRD 296866SEC# 801-121298Westlake Village, CA
Reg. AUM
$257.9M
Employees
3
Accounts
517
Location
Westlake Village, CA
Our Wealth Guides, Inc. assets under management
Our Wealth Guides, Inc. operates as an SEC-registered investment adviser based in Westlake Village, CA. The firm has been registered since 2021. It reports $257.9 million in regulatory assets under management and employs 3 people.
Our Wealth Guides, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nayivi Veronica Velez Control | President/Chief Compliance Officer/Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does Our Wealth Guides, Inc. manage?
Our Wealth Guides, Inc. reports $257.9 million in regulatory assets under management on its Form ADV.
How many employees does Our Wealth Guides, Inc. have?
Our Wealth Guides, Inc. reports 3 employees.
Where is Our Wealth Guides, Inc. located?
Our Wealth Guides, Inc. is based in Westlake Village, CA and has been SEC-registered since 2021.
Does Our Wealth Guides, Inc. disclose fund performance?
Our Wealth Guides, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2945 Townsgate Road, Suite 120, Westlake Village, CA 91361 |
| Phone | 805-603-4960 |
| Fax | 888-650-7863 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$257.9M▲ 51%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$257.9Mregulatory AUM
Discretionary $257.9M