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Little Rock, AR Office

Team
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Gutierrez Wealth Advisory, LLC logo

Gutierrez Wealth Advisory, LLC

Team

Firm-wide stats for Gutierrez Wealth Advisory, LLC

Total advisors

5

Across 2 offices

Clients per advisor

26 Very Low

Avg AUM per client

$2,394,447 Very High

HNW client ratio

52% High

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

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy

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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Leighann A

Series 63, Series 65

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Leighann Arthur is a financial advisor at Gutierrez Wealth Advisory, LLC with 31 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 28 years before joining Gutierrez Wealth Advisory in 2022. Gutierrez Wealth Advisory is a small team that provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on strategic asset allocation tailored to each client's risk profile and objectives, managing accounts on a discretionary or non-discretionary basis with annual reviews.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
user avatar

Roy G

Series 63, Series 65

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Roy Gutierrez is a financial advisor with Gutierrez Wealth Advisory, LLC in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 45 years of industry experience. He worked at UBS Financial Services for 35 years before joining Purshe Kaplan Sterling Investments and later founding his current firm. Gutierrez also sells fixed and traditional insurance products as a licensed agent. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, investment management, wealth management, and retirement-plan consulting. The firm employs a strategic asset allocation process tailored to client risk profiles, managing portfolios with a mix of ETFs, mutual funds, third-party managers, alternatives, structured products, private investments, and, when appropriate, digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
user avatar

Hillary C

Series 66

Little Rock, AR

Gutierrez Wealth Advisory, LLC

Hillary Canterbury is a financial advisor at Gutierrez Wealth Advisory, LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services and Purshe Kaplan Sterling Investments. Gutierrez Wealth Advisory serves individuals, trusts, estates, charitable organizations, and business entities with financial planning, investment management, wealth management, and retirement-plan consulting. The firm adopts a strategic asset allocation approach tailored to clients’ risk profiles and objectives, managing portfolios with a range of investment vehicles including ETFs, mutual funds, third-party managers, alternatives, and digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
user avatar

David G

Series 66

Little Rock, AR

Gutierrez Wealth Advisory, LLC

David Gutierrez is a financial advisor with 19 years of industry experience. He is the co-founder, wealth advisor, and chief compliance officer at Gutierrez Wealth Advisory, LLC, and previously spent 15 years at UBS Financial Services. He holds the Series 66 designation. 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 uses a strategic asset allocation approach tailored to each client’s risk profile and objectives, typically allocating across ETFs, mutual funds, third-party managers, and, where appropriate, alternative investments and digital assets.

Retirement income strategy Cash flow / budgeting Debt management Charitable giving & philanthropy
View complete list of advisors at this office
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