Falists
← Back to search

GUARDIAN WEALTH ADVISORS, LLC

CRD 143254 · SEC 801-87183

Visit website

1000 SHELARD PARKWAY, 6TH FLOOR, ST LOUIS PARK, MN, 55426, United States

Phone

952-746-3211

Fax

952-746-3212

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$300.2M

Discretionary AUM

$261.5M

Team

7 total employees; 4 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals175$59.6M
High net worth individuals79$237.1M
Corporations/business entities6$3.4M

States served

AZ, IL, LA, MN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD