RIA Intel›Advisers›Texas›GUIDING WEALTH MANAGEMENT, LLC

GUIDING WEALTH MANAGEMENT, LLC

Advisory

RICHARDSON, TX

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in TX

#1,672

of 2,813 advisers by AUM

Average account

$300K

across 198 accounts

AUM per adviser

$20M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$59M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$112K

Discretionary %99.8%

Total Clients69

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX, VT

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

69 clients

20 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 TX

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

EAST CANYON CAPITAL, LLC

$60M

RIPLEY CAPITAL MANAGEMENT, LLC

$60M

GAGNI ASSET MANAGEMENT LLC

SAN ANTONIO, TX

$60M

$59M

CAVINESS WEALTH MANAGEMENT, LLC

$59M

PRINCETON INVESTMENT ADVISORS, LLC

$60M

Get the full picture on GUIDING WEALTH MANAGEMENT, LLC

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

Create a free account →See plans