RIA Intel›Advisers›Mississippi›GUARANTY PRIVATE WEALTH, LLC

GUARANTY PRIVATE WEALTH, LLC

Advisory

RIDGELAND, MS

Data as of Apr 22, 2026 · Source: SEC Form ADV

Rank in MS

#52

of 60 advisers by AUM

Average account

$1M

across 72 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$81M

Discretionary AUM$81M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, LA, MS, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

39 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

ELEVATED RETIREMENT FINANCIAL SERVICES LLC

$78M

INSPIRED FINANCIAL PLANNERS, LLC

$77M

BERGLAND WEALTH MANAGEMENT, INC.

$87M

VECTOR MONEY MANAGEMENT INC

$73M

GRANTHAM POOLE ADVISORS, LLC

$90M

BLACKSUMMIT FINANCIAL GROUP, INC.

$98M

Get the full picture on GUARANTY PRIVATE WEALTH, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GUARANTY PRIVATE WEALTH, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans