# Guide Wealth

> Mobile access to Guide Wealth Management account information and advisor contact. (iPhone/iPad app by Guide Wealth Management LLC.)

- Source: https://appshunter.io/ios/app/guide-wealth/id1231781465 (this page in markdown: same URL + `.md`)
- Developer: [Guide Wealth Management LLC](https://appshunter.io/developer/1231781464)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2017-05-07
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/guide-wealth/id1231781465/reviews.md

## What is Guide Wealth?

This Mobile App allows you to view account information, balances and easily contact your advisor. An existing relationship with Guide Wealth Management LLC is required to use this App.

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about Guide Wealth

### What is Guide Wealth?

Guide Wealth is a mobile application designed for users who have an existing relationship with Guide Wealth Management LLC. It allows you to view your account information and balances, and easily contact your advisor.

### Do I need an existing account to use Guide Wealth?

Yes, an existing relationship with Guide Wealth Management LLC is required to use this application. It is not a standalone financial management tool for new users.

### What devices does Guide Wealth support?

Guide Wealth is available on iPhone, iPad, and iPod devices. It is optimized for Apple's mobile operating system.

### Is Guide Wealth free to download?

Yes, Guide Wealth is available for free download on supported devices. There are no upfront costs associated with acquiring the application.

### How secure is Guide Wealth?

While specific security protocols are not detailed, financial management apps typically employ industry-standard security measures to protect user data and account information. Users can expect a secure connection when accessing their accounts.

### How often is Guide Wealth updated?

The latest version of Guide Wealth is 5.19.0, with the last update on May 28, 2025. This indicates regular updates to maintain functionality and security.

### What is the age rating for Guide Wealth?

Guide Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

### Does Guide Wealth have ads?

No, Guide Wealth does not contain advertisements. The app is free to download and use without any ad interruptions.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-24.*