Guided Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Guided Wealth reports 115 clients. They include 87 individual clients and 28 high-net-worth individuals. Of its assets, 100.0% ($105M across 299 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 38% |
| High-net-worth individuals | 24% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $39.9M | 37.9% | $458K |
| High-net-worth individuals | 28 | $65.4M | 62.1% | $2.34M |
| Total | 115 | $105M | 100% | $916K |
- Clients
- 87
- Regulatory AUM
- $39.9M
- AUM share
- 37.9%
- Avg. per client
- $458K
- Clients
- 28
- Regulatory AUM
- $65.4M
- AUM share
- 62.1%
- Avg. per client
- $2.34M
Total
- Clients
- 115
- Regulatory AUM
- $105M
- AUM share
- 100%
- Avg. per client
- $916K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Guided Wealth charges 0.30%–1.15% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.15% |
| $1M–$2M | 1.00% |
| $2M–$5M | 0.85% |
| $5M–$10M | 0.80% |
| $10M–$25M | 0.70% |
| $25M–$50M | 0.40% |
| $50M and above | 0.30% |
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged up to $50,000 per year until the wealth management fee is twice the projected planning fee, and may be negotiable.
Blake Barbosa owns 75% or more of Guided Wealth. Blake Barbosa is CEO. It has 5 employees, 3 of them in advisory roles.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- Owns 75% or more of Guided Wealth, LLC
Blake Barbosa
Control person · since October 2025
Besides its headquarters, Guided Wealth has 2 offices (2 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Guided Wealth, LLC
- Headquarters
- Not reported
- Website
- guidedwealthplanning.com
- Phone
- 508-980-0999
- SEC file
- 801-134849
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Guided Wealth’s named custodian for separately managed accounts is Altruist ($105M). Guided Wealth does not have custody of client assets.
- AltruistAltruist Financial LLC · Dallas, TX · $105M100%
At year end, Guided Wealth’s separately managed accounts were mostly in funds (77%) and stocks (16%).
What the accounts hold
- Stocks16%
- Funds77%
- Registered funds76%
- Pooled vehicles1%
- Bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Guided Wealth have?
Guided Wealth has 115 clients and manages $105 million for them, as of May 2026. They include 87 individual clients and 28 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 May 2026
What services does Guided Wealth offer?
Guided Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Guided Wealth charge?
Guided Wealth charges 0.30%–1.15% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: GUIDED WEALTH LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 4 May 2026
Which custodians does Guided Wealth use?
Guided Wealth’s separately managed account assets are held at Altruist Financial LLC (Dallas, TX), with $105M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 May 2026
How many financial advisors does Guided Wealth have?
Guided Wealth has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Guided Wealth invest in?
At the end of its last fiscal year, Guided Wealth’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 3% cash and equivalents, 2% state and local bonds, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Guided Wealth?
Guided Wealth’s direct owner is Blake Barbosa (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 May 2026
How does Guided Wealth get paid?
Guided Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Guided Wealth?
Its phone number is 508-980-0999. Its website is guidedwealthplanning.com.