Little Rock, AR Office
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Gutierrez Wealth Advisory, LLC
Team
Firm-wide stats for Gutierrez Wealth Advisory, LLC
About
Gutierrez Wealth Advisory provides financial planning, investment management, wealth management and retirement-plan consulting to individuals, trusts, estates, charitable organizations and business entities. The firm operates as a small advisory team and documents engagements through written advisory agreements that define the scope of services.
The firm's investment process begins with strategic asset allocation to build a baseline portfolio that is customized to each client's risk profile and objectives, with accounts managed on a discretionary or non-discretionary basis and reviewed at least annually. Gutierrez Wealth typically allocates to ETFs, mutual funds and third‑party managers and may also use alternatives, structured products, private investment vehicles, and — where appropriate — digital assets through an unaffiliated digital-asset custodian.
Gutierrez Wealth discloses several features that distinguish it from many peers: it uses testimonials in its advertising and maintains third‑party marketing, lead‑generation, and compensated referral arrangements. The firm also notes that some supervised persons are registered representatives of a broker‑dealer and licensed insurance agents, and that the firm receives non‑cash support and certain reimbursements from a primary custodian and a digital‑asset service provider — items the firm identifies as potential conflicts it seeks to manage.
Based on Gutierrez Wealth Advisory, LLC
Expertise
Based on Gutierrez Wealth Advisory, LLC
Location
10801 Executive Center Dr., Ste. 103
Little Rock AR 72211
Advisors at this office
4
Advisors at this office
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