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GUARDIAN WEALTH STRATEGIES, LLC
CRD 167485 · SEC 801-107034
6465 WAYZATA BLVD, STE 230, MINNEAPOLS, MN, 55426, United States
Phone
952-746-1746
Fax
612-601-8935
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$1.14B
Team
11 total employees; 5 advisory reps; 325 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 858 | $332.6M |
| High net worth individuals | 376 | $775.9M |
| Charitable organizations | 39 | $29.2M |
States served
AZ, CA, MN, NE, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD