Wealth Manager
    SEC Registered
    Manages Private Funds

    Guardian Wealth Advisors, LLC

    Registered investment advisor · Raleigh, North Carolina · CRD #305412

    Assets Under Management
    $2.7B
    Client Accounts
    5,387
    Employees
    50
    CRD Number
    305412
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Guardian Wealth Advisors, LLC

    Guardian Wealth Advisors, LLC is an investment advisory firm offering estate, tax, and financial planning services. They serve individuals, corporations, and retirement plans with a focus on fiduciary obligations. The firm operates independently and is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Guardian Wealth Advisors, LLC

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    Frequently Asked Questions

    What is Guardian Wealth Advisors, LLC's AUM?

    Guardian Wealth Advisors, LLC reports approximately $2.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Guardian Wealth Advisors, LLC headquartered?

    Guardian Wealth Advisors, LLC is headquartered in Raleigh, North Carolina.

    What is Guardian Wealth Advisors, LLC's CRD number?

    Guardian Wealth Advisors, LLC's CRD number is 305412. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Guardian Wealth Advisors, LLC manage?

    Guardian Wealth Advisors, LLC manages approximately 5,387 client accounts according to its latest SEC filing.

    Is Guardian Wealth Advisors, LLC SEC registered?

    Yes, Guardian Wealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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