Guided Capital Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$208,472,483
Clients
153
Advisors
4
of 5 employees
About
Guided Capital Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client, manages accounts on a discretionary basis, and does not impose an account minimum for its services.
The firm’s investment process uses risk‑based models (Conservative through Aggressive) and a strategic allocation framework that blends index and actively managed ETFs, individual equities, and fixed income, and it may employ options, margin, precious‑metal ETFs and Treasury Inflation‑Protected Securities when aligned with client objectives. GCWM documents risk tolerance and reviews accounts at least quarterly, delivers financial plans via eMoney, and provides ongoing planning and annual plan updates where applicable.
What is distinctive about GCWM is that it acts as a wrap fee program sponsor and limits its portfolio management services to that wrap arrangement, so management, execution and certain administrative costs are bundled for participating clients. The firm also requires clients to use its recommended custodian/broker‑dealer (including institutional services from that custodian) and supports management of held‑away participant accounts through third‑party platforms, relationships that can introduce custodial service integrations and soft‑dollar arrangements not common to many peer team firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees between $1,200 and $20,000 (negotiated fixed rate)
$1 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $2,999,999: 1.00% $3,000,000+: Negotiable
Main office
24 Greenway Plaza, Suite 1203
Houston TX 77046
Advisors at this office
4
Most active in
Arizona · Florida · New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Peter I
CFP®, ChFC®, Series 66
Houston, TX
Guided Capital Wealth Management, LLC
Peter Ivanyi is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is currently with Guided Capital Wealth Management, LLC and has previously worked at VALIC Financial Advisors, INC. and Peloton. Outside of his advisory role, he is also involved as an agent with Agia, focusing on non-securities insurance products. Guided Capital Wealth Management, LLC offers discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a range of investment strategies across various risk profiles and manages portfolios primarily through a wrap fee program, overseeing approximately $250 million in discretionary assets.
Kyle L
CFP®, Series 66
Houston, TX
Guided Capital Wealth Management, LLC
Kyle Louvar is a CFP® professional with 16 years of industry experience, currently serving at Guided Capital Wealth Management, LLC since 2018. His prior roles include positions at Bank of America, Merrill Lynch, and Merit Financial Group. Outside of his advisory work, Kyle holds the role of Secretary at Our Way Holdings II, LLC, which has a nonoperating interest in a racetrack and casino. Guided Capital Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses model portfolios tailored to various risk profiles and offers portfolio management primarily through a wrap fee program, managing over $250 million in discretionary assets.
Nicole L
Series 65
Houston, TX
Guided Capital Wealth Management, LLC
Nicole Louvar is a financial advisor at Guided Capital Wealth Management, LLC in Houston, TX, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Merit Financial Group, Lifestyle Planning Solutions, and various energy trading firms. Guided Capital Wealth Management provides discretionary investment management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm offers model portfolios across risk profiles using a mix of ETFs, mutual funds, fixed income, and equities, and manages approximately $250.2 million in discretionary assets for 138 clients.
Connor T
Series 65
Houston, TX
Guided Capital Wealth Management, LLC
Connor Tomlinson is a financial advisor at Guided Capital Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Invesco for six years. Guided Capital Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm uses risk-based models and a strategic allocation framework blending index and actively managed ETFs, individual equities, and fixed income, offering services through a wrap fee program that bundles management and administrative costs.
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