Ardent Guardian Wealth Advisory, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Mclean, Virginia
CRD number
333310
Fee structure
Percentage of AUM
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Ardent Guardian Wealth Advisory, LLC is a small, individually owned advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor. It is not structured as a multi-state adviser, a pension consultant, or a related adviser, and it is not designated a capital allocator. The firm lists accountant and law firm affiliations, which suggests reliance on professional referral networks or coordinated service delivery with tax and legal advisors. Regulatory registration details and a publicly reported AUM figure are not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Mario Pizzamiglio

    Mario Pizzamiglio

    President and CEOCRD 5385180

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mclean, VA

Fairfax

Location

Mclean, VA

Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
6731 Whittier Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth