Peter L Ivanyi
Investment adviser representative at Guided Capital Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$249.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Guided Capital Wealth Management, LLCFeb 2024 to now
- AgiaDec 2022 to now
- Valic Financial Advisors, Inc.Apr 2009 to now
- PelotonNov 2020 to Jan 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Guided Capital Wealth Management, LLC
$249.2MAssets managed
162Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5266135
- Firm CRD
- 310056