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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

GUIDED CHOICE ASSET MANAGEMENT, INC.

CRD 112674

RENO, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e80dee3-a853-67eb-5ccc-cad6856160cb

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 1
Observed: Jan 30, 2012 to Mar 27, 2026
21 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Guided Choice Asset Management, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.12 fund_share=0.0 institutional_share=0.88 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $8.5BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $8.5B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 12%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 22
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 84,744
Individual clients: 59,346
High net worth clients: 0
SEC number: 801-61922
CIK: 112674
CRD: 112674
Filings on the tape: 21
First filed: Jan 30, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, DE
Website: 3nickels.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GRABOT, SHERRIE, ELLEN	CHIEF EXECUTIVE OFFICER, DIRECTOR	C	yes	06/1999	Jan 30, 2012	Mar 25, 2024
GRABOT, SHERRIE, ELLEN	CHIEF EXECUTIVE OFFICER	Na	yes	06/1999	Jan 30, 2012	Mar 25, 2024
GUIDEDCHOICE.COM INC.	CONTROLLING ENTITY	E	yes	06/2000	Jan 30, 2012	Mar 25, 2024
VAN ZIJL, LODEWIKUS, BAREND	PRESIDENT, CHIEF OPERATING OFFICER	Na	yes	02/2016	Feb 10, 2017	Mar 25, 2024
MYERS, DEIRDRE, LE'AALOHALANI	CHIEF COMPLIANCE OFFICER	Na	no	03/2023	Mar 28, 2023	Mar 25, 2024
WANG, MING	CHIEF INVESTMENT OFFICER, EMERITUS	Na	no	01/2000	Jan 30, 2012	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$8.5B	$8.5B	22	5	0	n/a	n/a
2024	Mar 28, 2025	$7.7B	$7.7B	23	5	0	n/a	n/a
2023	Mar 25, 2024	$6.6B	$6.6B	28	5	0	n/a	n/a
2022	Mar 28, 2023	$6.1B	$6.1B	26	5	0	n/a	n/a
2021	Mar 30, 2022	$6.7B	$6.7B	21	5	0	n/a	n/a
2020	Mar 30, 2021	$5.6B	$5.6B	22	5	1	n/a	n/a
2019	Mar 24, 2020	$12B	$12B	16	5	0	n/a	n/a
2018	Mar 21, 2019	$14B	$14B	17	5	1	n/a	n/a
2017	Mar 5, 2018	$16B	$16B	16	5	1	n/a	n/a
2016	Feb 10, 2017	$13B	$13B	55	5	n/a	n/a	n/a
2015	Jan 25, 2016	$12B	$12B	54	5	n/a	n/a	n/a
2014	Feb 3, 2015	$12B	$12B	53	5	n/a	n/a	n/a
2013	Feb 14, 2014	$9.4B	$9.4B	53	5	n/a	n/a	n/a
2012	Feb 5, 2013	$7.2B	$7.2B	53	5	n/a	n/a	n/a
2011	Jan 30, 2012	$5.6B	$5.6B	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$8.5B	$7.7B	11.7%	$6.1B	11.9%	22	23	0	0

Relationships

Controls (3)

← GRABOT, SHERRIE, ELLENOwnerCHIEF EXECUTIVE OFFICER, DIRECTOR, ownership code C, individual
Jan 30, 2012 to Mar 25, 2024factForm ADV
← VAN ZIJL, LODEWIKUS, BARENDOwnerPRESIDENT, CHIEF OPERATING OFFICER, ownership code NA, individual
Feb 10, 2017 to Mar 25, 2024factForm ADV
← GUIDEDCHOICE.COM INC.OwnerCONTROLLING ENTITY, ownership code E, domestic entity
Jan 30, 2012 to Mar 25, 2024factForm ADV

Owns (2)

← WANG, MINGOwnerCHIEF INVESTMENT OFFICER, EMERITUS, ownership code NA, individual
Jan 30, 2012 to Mar 25, 2024factForm ADV
← MYERS, DEIRDRE, LE'AALOHALANIOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 28, 2023 to Mar 25, 2024factForm ADV

Dated events

Occurred
Mar 30, 2021
Regulatory AUM changed
Guided Choice Asset Management, Inc. reported RAUM $5.6B, down 53% from $11.9B (2020-12-03 to 2021-03-30)
Form ADVobserved 4 days ago
$-6.3B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e80dee3-a853-67eb-5ccc-cad6856160cb
First observed: Jan 30, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GUIDED CHOICE ASSET MANAGEMENT, INC.

CRD 112674

RENO, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e80dee3-a853-67eb-5ccc-cad6856160cb

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GRABOT, SHERRIE, ELLEN

CHIEF EXECUTIVE OFFICER, DIRECTOR

yes

06/1999

Jan 30, 2012

Mar 25, 2024

GRABOT, SHERRIE, ELLEN

CHIEF EXECUTIVE OFFICER

yes

06/1999

Jan 30, 2012

Mar 25, 2024

GUIDEDCHOICE.COM INC.

CONTROLLING ENTITY

yes

06/2000

Jan 30, 2012

Mar 25, 2024

VAN ZIJL, LODEWIKUS, BAREND

PRESIDENT, CHIEF OPERATING OFFICER

yes

02/2016

Feb 10, 2017

Mar 25, 2024

MYERS, DEIRDRE, LE'AALOHALANI

CHIEF COMPLIANCE OFFICER

03/2023

Mar 28, 2023

Mar 25, 2024

WANG, MING

CHIEF INVESTMENT OFFICER, EMERITUS

01/2000

Jan 30, 2012

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$8.5B

n/a

2024

Mar 28, 2025

$7.7B

n/a

2023

Mar 25, 2024

$6.6B

n/a

2022

Mar 28, 2023

$6.1B

n/a

2021

Mar 30, 2022

$6.7B

n/a

2020

Mar 30, 2021

$5.6B

n/a

2019

Mar 24, 2020

$12B

n/a

2018

Mar 21, 2019

$14B

n/a

2017

Mar 5, 2018

$16B

n/a

2016

Feb 10, 2017

$13B

n/a

2015

Jan 25, 2016

$12B

n/a

2014

Feb 3, 2015

$12B

n/a

2013

Feb 14, 2014

$9.4B

n/a

2012

Feb 5, 2013

$7.2B

n/a

2011

Jan 30, 2012

$5.6B

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$8.5B

$7.7B

11.7%

$6.1B

11.9%