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GUIDANCE WEALTH ADVISORS LLC

Advisory

LEBANON, NJ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in NJ

#680

of 775 advisers by AUM

Average account

$193K

across 307 accounts

AUM per adviser

$30M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients153

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

153 clients

25 high-net-worth

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

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