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Gutierrez Wealth Advisory, LLC

● SEC registered since 2022CRD 319481SEC# 801-126693Little Rock, AR
Export (members)
Reg. AUM
$280.3M
Employees
4
Accounts
469
Location
Little Rock, AR

Gutierrez Wealth Advisory, LLC assets under management

Gutierrez Wealth Advisory, LLC is an investment advisory firm registered with the SEC based in Little Rock, AR. The firm has been registered since 2022. It reports $280.3 million in regulatory assets under management and employs 4 people.

Gutierrez Wealth Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Hale Gutierrez ControlCo-Founder & Chief Compliance Officer50-75%2022
Roy David Gutierrez ControlCo-Founder50-75%2022

Frequently asked questions

How much does Gutierrez Wealth Advisory, LLC manage?

Gutierrez Wealth Advisory, LLC reports $280.3 million in regulatory assets under management on its Form ADV.

How many employees does Gutierrez Wealth Advisory, LLC have?

Gutierrez Wealth Advisory, LLC reports 4 employees.

Where is Gutierrez Wealth Advisory, LLC located?

Gutierrez Wealth Advisory, LLC is based in Little Rock, AR and has been SEC-registered since 2022.

Does Gutierrez Wealth Advisory, LLC disclose fund performance?

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

Contact & registration

Address10801 Executive Center Dr., Ste. 103, Little Rock, AR 72211
Phone(501) 451-6900
Fax501-451-6907
Office hours8a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1965923
Discloses disciplinary historyNo

Assets under management

Discretionary$274.8M
Non-discretionary$5.5M
Total (RAUM)$280.3M