RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control
VELEZ, NAYIVI, VERONICAIPRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBERE Control

Registrations

Federal

IA
Jul 3, 2025 REGISTERED

Notice Filings (14)

AZ CA CO FL ID MA NC NJ NV NY OH OR TX WA

Address

2945 TOWNSGATE ROAD
SUITE 120
WESTLAKE VILLAGE, CA 91361
United States
Phone: 805-603-4960