AUMdb

Guanill Wealth Management, Inc.

State-registered Investment Adviser CRD 281340 · Sacramento, CA · www.taxreformtalk.com
☆ Save with Pro ADV data as of Feb 26, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees
2

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Edward Sal Guanill Registered representative Nov 2015 (11y)
Gary Peter Libhart Registered representative Apr 2017 (9y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/26/2026 1.14 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees

Services

  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 26, 2026.

View current Form ADV (SEC/IAPD) ↗