Wealthguard Advisors, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$172M

Discretionary

$172M

100% of AUM

Avg account

$180K

Accounts

959

Employees

Advisory reps

Firm details

Headquarters: Placerville, California
CRD number: 297192
Registered since: May 7, 2021
Website: www.wealthguardadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.84%
HNWI45.38%
Pension & Profit Sharing Plans3.07%
Charitable Organizations0.44%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthguard Advisors, Inc. is an independent, SEC-registered RIA that began registration in 2021 and is owned by an individual. The adviser positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Offered engagement models include percentage-of-AUM billing plus hourly and fixed-fee arrangements. Stated advisory services cover financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.