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Home > Retirement Planners > california > placerville > WEALTHGUARD ADVISORS, INC.
WEALTHGUARD ADVISORS, INC.
496 Main Street
Placerville, California 95667
Tel: 530-621-1111
About WEALTHGUARD ADVISORS, INC.
WEALTHGUARD ADVISORS, INC, formally registered with the SEC as WEALTHGUARD ADVISORS, INC. The firm was established in 05/07/2021. They have over 1 offices throughout the country.
WEALTHGUARD ADVISORS, INC. is a Placerville, California based Financial Planning firm with nearly $163,551,836 assets under management, offering retirement planning & investment advisory services to 870 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 297192 |
| SEC# | 801-121183 |
| Assets Managed by Firm | $163,551,836 |
| No. of Clients | 870 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (ADVISORY CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 870 | $163,551,836 |
| Individuals (other than high net worth individuals) | 341 | $84,072,608 |
| High net worth individuals | 49 | $75,508,797 |
| Pension and profit sharing plans | 2 | $2,778,269 |
| Charitable organizations | 4 | $734,687 |
| Corporations or other businesses | 1 | $457,475 |
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