PPrivate Fund Data Log in Join · $37/mo

Guided Capital Wealth Management, LLC

● SEC registered since 2024CRD 310056SEC# 801-129612Houston, TX
Export (members)
Reg. AUM
$250.2M
Employees
4
Accounts
484
Location
Houston, TX

Guided Capital Wealth Management, LLC assets under management

Guided Capital Wealth Management, LLC is an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 2024. It reports $250.2 million in regulatory assets under management and employs 4 people.

Guided Capital Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Kyle R Louvar ControlManaging Member50-75%2018
Nicole Christine Louvar ControlChief Operating Officer & Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Guided Capital Wealth Management, LLC manage?

Guided Capital Wealth Management, LLC reports $250.2 million in regulatory assets under management on its Form ADV.

How many employees does Guided Capital Wealth Management, LLC have?

Guided Capital Wealth Management, LLC reports 4 employees.

Where is Guided Capital Wealth Management, LLC located?

Guided Capital Wealth Management, LLC is based in Houston, TX and has been SEC-registered since 2024.

Does Guided Capital Wealth Management, LLC disclose fund performance?

Guided Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24 Greenway Plaza, Suite 1203, Houston, TX 77046
Phone832-975-0710
Fax832-975-0710
Office hours9:00 a.m. - 4:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$250.2M
Non-discretionary$0
Total (RAUM)$250.2M