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MY PORTFOLIO GUIDE, LLC

SEAL BEACH, CA · CRD 153188 · IAPD ↗ · pinterest.com · (562)799-5595

$201.0MRegulatory AUM
2Advisory reps
2Employees
6Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — MY PORTFOLIO GUIDE, LLC reported RAUM up 41% ($142.5M -> $201.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2025 — MY PORTFOLIO GUIDE, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2024 — MY PORTFOLIO GUIDE, LLC (SEAL BEACH, CA) is newly SEC-registered with $114.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.