Wealth Manager
    SEC Registered
    Manages Private Funds

    Gutierrez Wealth Advisory, LLC

    Registered investment advisor · Little Rock, Arkansas · CRD #319481

    Assets Under Management
    $329M
    Client Accounts
    510
    Employees
    4
    CRD Number
    319481
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gutierrez Wealth Advisory, LLC

    Gutierrez Wealth Advisory, LLC is a SEC-registered investment advisory firm headquartered in Little Rock, Arkansas, managing approximately $329M in regulatory assets across 510 client accounts. The firm's full regulatory record is filed with the SEC under CRD #319481.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gutierrez Wealth Advisory, LLC

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    Frequently Asked Questions

    What is Gutierrez Wealth Advisory, LLC's AUM?

    Gutierrez Wealth Advisory, LLC reports approximately $329M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gutierrez Wealth Advisory, LLC headquartered?

    Gutierrez Wealth Advisory, LLC is headquartered in Little Rock, Arkansas.

    What is Gutierrez Wealth Advisory, LLC's CRD number?

    Gutierrez Wealth Advisory, LLC's CRD number is 319481. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gutierrez Wealth Advisory, LLC manage?

    Gutierrez Wealth Advisory, LLC manages approximately 510 client accounts according to its latest SEC filing.

    Is Gutierrez Wealth Advisory, LLC SEC registered?

    Yes, Gutierrez Wealth Advisory, LLC is registered with the SEC as an investment adviser with an approved registration status.

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