Guardian Wealth Advisors, LLC
Firm details
- Headquarters
- St Louis Park, Minnesota
- CRD number
- 143254
- Registered since
- April 7, 2015
- Website
- guardian-wealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.99%
- Individuals19.87%
- Corporations / Businesses1.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Guardian Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm describes itself as a capital allocator serving a mix of individual and family clients alongside institutional and business accounts. Its fee menu includes AUM-based fees, hourly charges, and fixed-fee arrangements. The firm’s advisory scope covers comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of sub-advisers or third-party managers. Guardian Wealth Advisors is not characterized as an active ESG investor and does not list pension consulting or multi-state adviser services in its snapshot.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- US Government Bonds20%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$208M in ETFs
91%
$189M
9%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $30.1M | 39,057 | 14.45% |
Location
St Louis Park, MN
Hennepin
Location
St Louis Park, MN
Headquartered in St Louis Park, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 1000 Shelard Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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