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GUIDED WEALTH, LLC

· CRD 339013 · IAPD ↗ · guidedwealthplanning.com · (508) 980-0999

$105.3MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — GUIDED WEALTH, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2026 — GUIDED WEALTH, LLC (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 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.