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GUIDE WEALTH MANAGEMENT

· CRD 264788 · IAPD ↗ · guidewealth.com · 646-450-1001

$42.1MRegulatory AUM
1Advisory reps
2Employees
1Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — GUIDE WEALTH MANAGEMENT reported RAUM up 31% ($32.3M -> $42.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — GUIDE WEALTH MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
May 2024 — GUIDE WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $27.2M 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.