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Guidedmoney, LLC

● SEC registered since 2024CRD 310559SEC# 801-129707
Export (members)
Reg. AUM
$192.3M
Employees
1
Accounts
329
Location

Guidedmoney, LLC assets under management

Guidedmoney, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2024. It reports $192.3 million in regulatory assets under management and employs 1 people.

Guidedmoney, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jamie John Droessler ControlOwner, Cco, Investment Adviser RepresentativeOver 75%2020

Frequently asked questions

How much does Guidedmoney, LLC manage?

Guidedmoney, LLC reports $192.3 million in regulatory assets under management on its Form ADV.

How many employees does Guidedmoney, LLC have?

Guidedmoney, LLC reports 1 employees.

Does Guidedmoney, LLC disclose fund performance?

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

Contact & registration

Phone608-630-7974
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$179M
Non-discretionary$13.3M
Total (RAUM)$192.3M