# Gutierrez Wealth Advisory

> Gutierrez Wealth Advisory (iPhone/iPad app by Gutierrez Wealth Advisory, LLC.)

- Source: https://appshunter.io/ios/app/gutierrez-wealth-advisory/id6448666922 (this page in markdown: same URL + `.md`)
- Developer: [Gutierrez Wealth Advisory, LLC](https://appshunter.io/developer/1685488873)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 12.0 · 5 MB
- Languages: English
- Released: 2023-05-10
- Data updated: 2026-07-16
- User reviews in markdown: https://appshunter.io/ios/app/gutierrez-wealth-advisory/id6448666922/reviews.md

## What is Gutierrez Wealth Advisory?

Gutierrez Wealth Advisory provides comprehensive wealth management services, covering all aspects of your wealth.

The Gutierrez Wealth Advisory app tracks your net worth including your managed investment portfolios;
allows you to view each of your accounts individually to further analyze performance, allocations and more
streamline communication with your financial advisor using two-way document sharing via the secure vault
and sends notifications when your advisor has posted a document to your vault


## Version history (last 2 releases)

### 1.1 — 2026-07-02

Change to upgraded Client Portal Template

### 1.0 — 2023-05-11

No release notes.

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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 2026-07-16.*