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GUARDIAN WEALTH ADVISORS, LLC

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

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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 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 StatusApproved
Firm CRD#305412
SEC#801-118121
Assets Managed by Firm$1,660,902,219
No. of Clients3670
No. of Advisors38

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 ClientsAUM
Firm Total3670$1,660,902,219
Individuals (other than high net worth individuals)1128$244,488,275
High net worth individuals276$809,266,552
Pension and profit sharing plans106$598,611,004
Corporations or other businesses12$8,536,388

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