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GUGLE WEALTH ADVISORY LLC

Advisory

SC

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in SC
#177
of 188 advisers by AUM
Average account
$299K
across 172 accounts
AUM per adviser
$51M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM
$51M
Discretionary %
100%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

EAGLES COAST WEALTH MANAGEMENT, LLC
DANIEL ISLAND, SC
$50M
-0.5% 1Y
GORDON FINANCIAL, LLC
$50M
BEERS FINANCIAL LLC
COLUMBIA, SC
$50M
+30.9% 1Y
MORGAN INVESTMENTS INC
GREENVILLE, SC
$50M
+1.8% 1Y
M CAPITAL WEALTH MANAGEMENT, LLC
CHERAW, SC
$50M
+13.0% 1Y
OAKLEY FINANCIAL LLC
$53M

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