GUARDIAN WEALTH PARTNERS, LLC

Overview

Guardian Wealth Partners, LLC is an SEC-registered limited liability company that began registration in 2020. The firm identifies as a capital allocator serving individual and family clients and reports a mix of ownership by a domestic entity and individuals. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. FINTRX notes several industry affiliations — the firm is linked to a broker-dealer, another investment adviser, and an insurance company. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices