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Guidant Wealth

EST. AUM
$269,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number 123383
Website guidentwealth.com
Client types

Overview

Guidant Wealth Advisors is an independent, fiduciary advisory firm based in Illinois, serving individuals and families with comprehensive wealth management and financial planning. The firm emphasizes personalized, long-term strategies, integrating asset allocation with tax optimization, retirement planning, and risk management. As a fee-based RIA, it offers open-architecture access to mutual funds, ETFs, and individual securities. The culture is client-centric, with a commitment to transparency, stewardship, and tailored advice. Over time, it has built a modest institutional presence through SEC reporting and maintains oversight through compliance and governance practices.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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