OUR WEALTH GUIDES, INC.
Legal name: VILLAGE WEALTH ADVISORS
CRD #296866 SEC #801-121298 WESTLAKE VILLAGE, CA 805-603-4960
SEC Registered
Total AUM
$211.7M
Discretionary
$211.7M
Employees
3
Clients
10
Accounts
462
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $211.7M | $211.7M | $0 | 3 | 2 |
| May 2025 | $211.7M | $211.7M | $0 | 3 | 2 |
| Jan 2025 | $170.5M | $170.5M | $0 | 3 | 5 |
| Dec 2024 | $170.5M | $170.5M | $0 | 3 | 5 |
| Apr 2024 | $170.5M | $170.5M | $0 | 3 | 5 |
| Apr 2023 | $132.8M | $132.8M | $0 | 3 | 7 |
| Apr 2022 | $126.3M | $126.3M | $0 | 3 | 7 |
| Apr 2022 | $126.3M | $126.3M | $0 | 3 | 7 |
| Mar 2022 | $126.3M | $126.3M | $0 | 3 | 7 |
| Feb 2022 | $109.5M | $109.5M | $0 | 3 | 0 |
| Apr 2021 | $109.5M | $109.5M | $0 | 3 | 0 |
DateJul 2025
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees3
Clients2
DateMay 2025
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees3
Clients2
DateJan 2025
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees3
Clients5
DateDec 2024
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees3
Clients5
DateApr 2024
Total AUM$170.5M
Discretionary$170.5M
Non-Disc.$0
Employees3
Clients5
DateApr 2023
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees3
Clients7
DateApr 2022
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees3
Clients7
DateApr 2022
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees3
Clients7
DateMar 2022
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees3
Clients7
DateFeb 2022
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees3
Clients0