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VILLAGE WEALTH ADVISORS
Legal name: OUR WEALTH GUIDES, INC.
CRD 296866File 801-121298
APPROVED
Retail clients
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$257.9M
Below cohort median (national)
Discretionary AUM
$257.9M
Clients
240
517 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 24, 2021
- Principal office
- 2945 TOWNSGATE ROAD, SUITE 120, WESTLAKE VILLAGE, CA, 91361
- Phone
- 805-603-4960
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $257.9M
- Discretionary AUM
- $257.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 517
- Non-discretionary accounts
- 0
- Total accounts
- 517
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $280K |
| High net worth individuals | 99 | $223.3M |
| Individuals (other than high net worth individuals) | 141 | $34.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 175 | 240 | increased by65 |
| Apr 1, 2026 | AUM | $211,730,373 | $257,908,095 | increased by$46,177,722 |
| Apr 1, 2026 | Accounts | 462 | 517 | increased by55 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 158 | 175 | increased by17 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $170,468,951 | $211,730,373 | increased by$41,261,422 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 414 | 462 | increased by48 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 112 | 158 | increased by46 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $126,330,421 | $170,468,951 | increased by$44,138,530 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 284 | 414 | increased by130 |
| Apr 1, 2022 | Clients | 96 | 112 | increased by16 |
| Apr 1, 2022 | AUM | $109,521,365 | $126,330,421 | increased by$16,809,056 |
| Apr 1, 2022 | Accounts | 99 | 284 | increased by185 |
| Jun 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VILLAGE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VILLAGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.