Company Information

Get to know Guided Wealth Management, LLC

Guided Wealth Management, LLC is a U.S. Securities and Exchange Commission (SEC) registered investment advisor and a service offered through LPL Financial. The firm provides a centrally managed, algorithm-based investment management program that combines online digital advice with access to a financial advisor. Its mission is to deliver personalized financial guidance by creating a custom financial plan and a diversified investment portfolio tailored to clients' specific goals, time horizons, and risk tolerance. The service is designed to make professional wealth management accessible and convenient for a broad range of investors.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Guided Wealth Management, LLC

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.