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Guided Wealth, LLC

● SEC registered since 2026CRD 339013SEC# 801-134849
Export (members)
Reg. AUM
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Employees
5
Accounts
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Location
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Guided Wealth, LLC assets under management

Guided Wealth, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It employs 5 people.
guidedwealthplanning.comView on SEC.gov ↗

Guided Wealth, LLC owners & executives

1 reported
NameTitleOwnershipSince
Blake Gabriel Barbosa ControlChief Executive Officer And Chief Compliance OfficerOver 75%2025

Frequently asked questions

How many employees does Guided Wealth, LLC have?

Guided Wealth, LLC reports 5 employees.

Does Guided Wealth, LLC disclose fund performance?

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

Contact & registration

Phone(508) 980-0999
Office hours8:30 a.m. - 4:30 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo