Overview
Assets Under Management: $944 million
Headquarters: MINNEAPOLS, MN
High-Net-Worth Clients: 266
Average Client Assets: $2 million
Frequently Asked Questions
GUARDIAN WEALTH STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167485), GUARDIAN WEALTH STRATEGIES, LLC is subject to fiduciary duty under federal law.
GUARDIAN WEALTH STRATEGIES, LLC is headquartered in MINNEAPOLS, MN.
GUARDIAN WEALTH STRATEGIES, LLC serves 266 high-net-worth clients according to their SEC filing dated August 15, 2025. View client details ↓
According to their SEC Form ADV, GUARDIAN WEALTH STRATEGIES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GUARDIAN WEALTH STRATEGIES, LLC manages $944 million in client assets according to their SEC filing dated August 15, 2025.
According to their SEC Form ADV, GUARDIAN WEALTH STRATEGIES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 266
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,004
Discretionary Accounts: 3,996
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 167485
Filing ID: 2009693
Last Filing Date: 2025-08-15 14:26:00
Website: https://gwealth.com