| Name | Title | Ownership | Since |
|---|---|---|---|
| Nayivi Veronica Velez Control | President/Chief Compliance Officer/Managing Member | Over 75% | 2018 |
Our Wealth Guides, Inc. reports $211.7 million in regulatory assets under management on its Form ADV.
Our Wealth Guides, Inc. reports 3 employees.
Our Wealth Guides, Inc. is based in Westlake Village, CA and has been SEC-registered since 2021.
Our Wealth Guides, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2945 Townsgate Road, Suite 120, Westlake Village, CA 91361 |
| Phone | 805-603-4960 |
| Fax | 888-650-7863 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $211.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $211.7M |