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GUARDIAN WEALTH PARTNERS, LLC

CRD 310203 · SEC 801-119560

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10 HUDSON YARDS, NEW YORK, NY, 10001, United States

Phone

800-879-6934

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$191.4M

Discretionary AUM

$191.4M

Team

75 total employees; 75 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals372$104.6M
High net worth individuals30$86.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD