Investment adviser · CRD 340788

GUIDED PATH FINANCIAL

Investment adviser filing (IA)

GP WEALTH SOLUTIONS LLC

PLANO, TX, United States · Form ADV filed Feb 27, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2805 N DALLAS PARKWAY, SUITE #100
PLANO, TX, 75093, United States

CRD 340788

Filing source

Form ADV 2061948 · Feb 27, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.