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GUARDIAN WEALTH ADVISORS, LLC

1000 Shelard Parkway, 6th Floor
St Louis Park, Minnesota 55426
Tel: 952-746-3211

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About GUARDIAN WEALTH ADVISORS, LLC

GUARDIAN WEALTH ADVISORS, LLC, formally registered with the SEC as GUARDIAN WEALTH ADVISORS, LLC. The firm was established in 04/07/2015. They have over 3 offices throughout the country.

GUARDIAN WEALTH ADVISORS, LLC is a St Louis Park, Minnesota based Financial Planning firm with nearly $249,228,787 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#143254
SEC#801-87183
Assets Managed by Firm$249,228,787
No. of Clients658
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total658$249,228,787
Individuals (other than high net worth individuals)156$53,555,069
High net worth individuals71$191,254,275
Corporations or other businesses5$4,419,443

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