This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.16 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$249MItem 5.F on the latest filing (2026-09-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$249M

Private client RAUM

$208MderivedItem 5.D individuals plus high net worth individuals

Private client share

84%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$62.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

592

Individual clients

87

High net worth clients

66

SEC number

801-129612

CRD

310056

Filings on the tape

11

First filed

Feb 1, 2024

Latest filed

Sep 18, 2026

Organised

Limited Liability Company, TX

Website

guidedcapitalwealth.com

• Occurred

  Mar 3, 2025
  Regulatory AUM changed

  Guided Capital Wealth Management, Llc reported RAUM $250.2M, up 124% from $111.6M (2024-12-06 to 2025-03-03)

  Form ADVobserved 6 days ago
  $139M
• Occurred

  Feb 1, 2024
  First Form ADV filing

  Guided Capital Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f1c10be3-2a29-adf4-710d-86b006dee801

First observed

Feb 1, 2024

Last observed

Sep 18, 2026 3 days 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.