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GUARDIAN WEALTH ADVISORS, LLC

CRD 305412 · SEC 801-118121

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2413 BLUE RIDGE RD, SUITE 201, RALEIGH, NC, 27607, United States

Phone

919-249-1810

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.74B

Discretionary AUM

$2.61B

Team

50 total employees; 30 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals1649$435.7M
High net worth individuals474$1.53B
Pension/profit sharing plans104$753.8M
Corporations/business entities35$20.0M

States served

AZ, CA, GA, IA, KS, LA, MD, MA, MI, MN, MS, NE, NY, NC, OH, OR, PA, SC, TN, VA, MO, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD