Gutierrez Wealth Advisory, LLC
Gutierrez Wealth Advisory, LLC (CRD# 319481) is a financial advisory firm headquartered in Little Rock, AR. They manage $229,841,465 in 433 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management230MILLION
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Total Number of Accounts433ACCOUNTS
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Average Account Value$530,812
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, FL, LA, TX
Financial Advisors at Gutierrez Wealth Advisory, LLC
1
David Gutierrez (CRD# 4988450) is an Investment Advisor Representative working at Gutierrez Wealth Advisory, LLC in Little Rock, AR and has over 16 years of experience in the finance industry.
2
Roy Gutierrez (CRD# 1007996) is an Investment Advisor Representative working at Gutierrez Wealth Advisory, LLC in Little Rock, AR and has over 42 years of experience in the finance industry.
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