LITTLE ROCK, ARCRD 319481Latest ADV March 13, 2026
Gutierrez Wealth Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 13, 2026, reports $329M in regulatory assets under management, 4 employees, and 510 accounts.
Assets Under Management
$329M
Employees
4
Offices
--
Total Clients
141
Primary office
LITTLE ROCK, AR
10801 EXECUTIVE CENTER DR., STE. 103, LITTLE ROCK, AR, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 48.2% of total clients.
Top client categories% of clientsClients
1
HNWI
48.2%
68
2
Individuals
45.4%
64
3
Corporations
2.1%
3
4
Irrevocable Trusts/Estates
2.1%
3
5
Charitable
1.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$329Mas of March 13, 2026
Discretionary98.2%
$323M
98% of total RAUM98.2%
Non-discretionary1.8%
$6M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$329M
Total Accounts510
10Y AUM Change+$329M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change+3 (+300.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.