# Guided Wealth, LLC: new SEC registration, $105M AUM, 

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Guided Wealth, LLC |
| Legal name | Guided Wealth, LLC |
| CRD | 339013 |
| Status | Approved |
| Registered with the SEC | 2026-01-06 |
| Latest Form ADV filing | 2026-05-04 |
| Regulatory AUM | $105,320,637 |
| Accounts | 299 |
| Employees | 5 |
| Website | http://guidedwealthplanning.com/ |

## Why this score
- $105M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/339013). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.