Investment adviser · CRD 319481
GUTIERREZ WEALTH ADVISORY, LLC
Investment adviser filing (IA)
LITTLE ROCK, AR, United States · Form ADV filed Sep 1, 2026
- Regulatory AUM
- $329M Form ADV · Item 5.F
- Client accounts
- 510 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 68 | $285,842,209 | 86.8% |
| Individuals | 64 | $30,224,785 | 9.2% |
| Other clients | Fewer than 5 | $8,164,891 | 2.5% |
| Insurance companies | Fewer than 5 | $3,953,452 | 1.2% |
| Charities | Fewer than 5 | $828,985 | 0.3% |
| Corporations & businesses | Fewer than 5 | $312,130 | 0.1% |
Filing source
Form ADV 2130032 · Sep 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
10801 EXECUTIVE CENTER DR., STE. 103LITTLE ROCK, AR, 72211, United States
CRD 319481
Filing source
Form ADV 2130032 · Sep 1, 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.