GUIDED CAPITAL WEALTH MANAGEMENT, LLC
CRD #310056 SEC #801-129612 HOUSTON, TX 832-975-0710
SEC Registered
Total AUM
$250.2M
Discretionary
$250.2M
Employees
4
Clients
101
Accounts
484
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $250.2M | $250.2M | $0 | 4 | 0 |
| Mar 2025 | $250.2M | $250.2M | $0 | 4 | 0 |
| Feb 2025 | $111.6M | $111.6M | $0 | 4 | 1 |
| Dec 2024 | $111.6M | $111.6M | $0 | 4 | 1 |
| Oct 2024 | $111.6M | $111.6M | $0 | 4 | 1 |
| Aug 2024 | $111.6M | $111.6M | $0 | 4 | 1 |
| Jun 2024 | $111.6M | $111.6M | $0 | 3 | 1 |
| Feb 2024 | $111.6M | $111.6M | $0 | 4 | 1 |
| Feb 2024 | $111.6M | $111.6M | $0 | 3 | 1 |
DateJul 2025
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients1
DateDec 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients1
DateOct 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients1
DateAug 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients1
DateJun 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees3
Clients1
DateFeb 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients1
DateFeb 2024
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees3
Clients1