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Guided Capital Wealth Management, LLC CRD 310056
$249M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
24 Greenway Plaza Suite 1203, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Houston | TX | 04/2009 | Present |
| Agia | Houston | TX | 12/2022 | Present |
| Guided Capital Wealth Management, Llc | Houston | TX | 02/2024 | Present |
| Valic Financial Advisors | Houston | TX | 04/2009 | 02/2024 |
| Peloton | Houston | TX | 11/2020 | 01/2021 |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-16 |
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