GUARDIAN WEALTH ADVISORS, LLC

4270 The Circle At North Hills Street
Suite 200
Raleigh, North Carolina 27609
Tel: 919-874-1900

About GUARDIAN WEALTH ADVISORS, LLC

GUARDIAN WEALTH ADVISORS, LLC, formally registered with the SEC as GUARDIAN WEALTH ADVISORS, LLC. The firm was established in 02/24/2020. They have over 13 offices throughout the country.

GUARDIAN WEALTH ADVISORS, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $1,660,902,219 assets under management, offering retirement planning & investment advisory services to 3670 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305412
SEC#	801-118121
Assets Managed by Firm	$1,660,902,219
No. of Clients	3670
No. of Advisors	38

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 (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3670	$1,660,902,219
Individuals (other than high net worth individuals)	1128	$244,488,275
High net worth individuals	276	$809,266,552
Pension and profit sharing plans	106	$598,611,004
Corporations or other businesses	12	$8,536,388

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