Guardian Wealth Partners, LLC

Overview

Guardian Wealth Partners, LLC is an SEC-registered advisory firm that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It operates as a capital allocator, accessing third‑party managers for alternatives while retaining fee arrangements that include a percentage of AUM, hourly charges, and fixed fees. Guardian identifies as not actively incorporating ESG investing into its process. The firm reports affiliations across the financial services ecosystem, including relationships with a broker‑dealer, another investment adviser, and an insurance company. Guardian was registered with the SEC in 2020 and is structured as a limited liability company with domestic and individual ownership components.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices