Guided Capital Wealth Management, Llc
- Regulatory AUM
- $249M
- Discretionary
- $249M
- Clients
- 162
- Avg AUM / client
- $1.5M
- Accounts
- 592
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 87 | $28.8M | 11.6% |
| High net worth individuals | 66 | $180M | 72.1% |
| Pension and profit sharing plans | 9 | $40.7M | 16.3% |
| Corporations and other businesses | Fewer than 5 clients | $11.1K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Process Equipment & Service Company, Inc. 401(k) Plan Process Equipment & Service Company, Inc. | 2024 | |
| Sunnova Energy Corporation 401(k) Plan & Trust Sunnova Energy Corporation | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kyle R Louvar | Managing Member | CFP | Dec 2018 (8y) | 50% – 75% |
| Nicole Christine Louvar | Chief Operating Officer & Chief Compliance Officer | Dec 2018 (8y) | 50% – 75% | |
| Peter L Ivanyi | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (2y) | |
| Connor Ray Edward Tomlinson | Registered representative | Jan 2025 (2y) |
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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Process Equipment & Service Company, Inc. 401(k) Plan | Process Equipment & Service Company, Inc. | 332 | $13.4M | 07/01/2024 |
| Sunnova Energy Corporation 401(k) Plan & Trust | Sunnova Energy Corporation | 1,665 | $53.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/11/2026 | 909 KB | 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
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $171M (69% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 11, 2026.
View current Form ADV (SEC/IAPD) ↗