GUTIERREZ WEALTH ADVISORY, LLC

10801 Executive Center Dr.
Ste. 103
Little Rock, Arkansas 72211
Tel: (501) 451-6900

About GUTIERREZ WEALTH ADVISORY, LLC

GUTIERREZ WEALTH ADVISORY, LLC, formally registered with the SEC as GUTIERREZ WEALTH ADVISORY, LLC. The firm was established in 10/03/2022. They have over 1 offices throughout the country.

GUTIERREZ WEALTH ADVISORY, LLC is a Little Rock, Arkansas based Financial Planning firm with nearly $229,841,465 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319481
SEC#	801-126693
Assets Managed by Firm	$229,841,465
No. of Clients	433
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	433	$229,841,465
Individuals (other than high net worth individuals)	65	$22,119,491
High net worth individuals	61	$198,346,579
Charitable organizations	2	$1,319,787
Corporations or other businesses	3	$1,796,090

More Retirement Planning firms in Little Rock, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Little Rock, Arkansas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.