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GUARDIAN WEALTH ADVISORS, LLC
CRD 143254 · SEC 801-87183
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $59.6M |
| High net worth individuals | 79 | $237.1M |
| Corporations/business entities | 6 | $3.4M |
States served
AZ, IL, LA, MN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD