GUTIERREZ WEALTH ADVISORY, LLC

CRD 319481File 801-126693

APPROVED

Retail clients

Custody

Filing as of Mar 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$329.3M

Below cohort median (national)

Discretionary AUM

$323.3M

Non-discretionary $6.0M

Clients

138

510 accounts

Employees

Above cohort median in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Oct 3, 2022
Principal office: 10801 EXECUTIVE CENTER DR., STE. 103, LITTLE ROCK, AR, 72211
Phone: (501) 451-6900
Website: https://linkedin.com/company/gutierrezwealthadvisory

Assets & accounts

ADV Item 5F

Total regulatory AUM: $329.3M
Discretionary AUM: $323.3M
Non-discretionary AUM: $6.0M
Discretionary accounts: 500
Non-discretionary accounts: 10
Total accounts: 510
AUM per client: $2.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$312K
Insurance companies	Fewer than 5	$4.0M
Charitable organizations	Fewer than 5	$829K
High net worth individuals	68	$285.8M
Individuals (other than high net worth individuals)	64	$30.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	141	138
Aug 12, 2026	Registration	—	APPROVED

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.