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
10801 Executive Center Dr., Ste. 103, Little Rock, AR 72211
https://www.gutierrezwealthadvisory.com
By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AR, FL, LA, TX

Financial Advisors at Gutierrez Wealth Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Gutierrez, financial advisor Little Rock AR
David H. Gutierrez
CRD#: 4988450
10801 Executive Center Dr., Ste. 103, Little Rock, AR 72211

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, financial advisor Little Rock AR
Roy D. Gutierrez
CRD#: 1007996
10801 Executive Center Dr., Ste. 103, Little Rock, AR 72211

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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