RIA Intel›Advisers›Rhode Island›GUIDICI WEALTH MANAGEMENT LLC

GUIDICI WEALTH MANAGEMENT LLC

Advisory

WARWICK, RI

Data as of Aug 10, 2026 · Source: SEC Form ADV

Average account

$153K

across 92 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT, MA, RI

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

64 clients

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

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Advisers of similar size in RI

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

GOAL WEALTH ADVISORY GROUP, LLC

$14M

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$12M

CREATIVE RESOURCES INVESTMENT ADVISORS, LLC

$17M

HACKET ASSET MANAGEMENT, INC.

$11M

GREEN STREET WEALTH ADVISORY, LLC

NORTH KINGSTON, RI

$11M

JAMIEL FINANCIAL ADVISORS, LLC

$9M

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