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GUSTO INVESTMENT SERVICES, LLC

SAN FRANCISCO, CA · CRD 281515 · IAPD ↗ · retirement.gusto.com · (888) 228-3491

$12.70BRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
June 2026 — GUSTO INVESTMENT SERVICES, LLC reported RAUM down 27% ($16.49B -> $12.01B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
May 2026 — GUSTO INVESTMENT SERVICES, LLC moved its main office from BURLINGAME, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
60
May 2026 — GUIDELINE INVESTMENTS, LLC is now doing business as GUSTO INVESTMENT SERVICES, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
68
April 2025 — GUIDELINE INVESTMENTS, LLC reported RAUM up 41% ($11.71B -> $16.49B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
December 2024 — GUIDELINE INVESTMENTS, LLC filed an Item 4A succession naming GUIDELINE, INC. (CRD 281515) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
60
December 2024 — GUIDELINE, INC. is now doing business as GUIDELINE INVESTMENTS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
72
April 2024 — GUIDELINE, INC. reported RAUM up 61% ($7.26B -> $11.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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