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WEALTH GUARDIAN ADVISORY, PLLC
CRD 153483
1757 E BASELINE ROAD, SUITE 118, GILBERT, AZ, 85233, United States
Phone
480-987-9951
Fax
480-445-9319
Registration
— (—)
Source
State registered
Total AUM
$18.2M
Discretionary AUM
$18.2M
Team
2 total employees; 2 advisory reps; 13 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $7.5M |
| High net worth individuals | 11 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD