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Chief Executive Officer and Chief Compliance Officer · Guided Wealth, LLC

Blake G. Barbosa

CRD 6240878 · Named on Form ADV at one SEC-registered adviser

At a glance

Guided Wealth, LLC, an SEC-registered wealth manager with $105 million in regulatory assets, lists Blake G. Barbosa on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

  • Guided Wealth, LLCChief Executive Officer and Chief Compliance OfficerWealth manager · United States · $105M in regulatory assets

AtlasMembers

Blake’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Blake’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.