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

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STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4
GREENWOOD GEARHART INC. 26 E Center St Fayetteville, AR, 72701-4278	$1,637,149,230	2873	23

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