RIA Intel›Advisers›Florida›GUITIAN WEALTH MANAGEMENT, LLC

GUITIAN WEALTH MANAGEMENT, LLC

Advisory

CORAL GABLES, FL

Data as of Jan 26, 2026 · Source: SEC Form ADV

Rank in FL

#1,985

of 2,610 advisers by AUM

Average account

$203K

across 103 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$20M

Non-Discretionary AUM$862K

Discretionary %95.9%

Total Clients77

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

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

77 clients

19 high-net-worth

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

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Advisers of similar size in FL

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

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SORSBY FINANCIAL CORP.

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$21M

BUSSEL ASSET MANAGEMENT, LLC

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