Overview
Assets Under Management: $172 million
Headquarters: PLACERVILLE, CA
High-Net-Worth Clients: 47
Average Client Assets: $1.7 million
Frequently Asked Questions
WEALTHGUARD ADVISORS, INC. 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 #297192), WEALTHGUARD ADVISORS, INC. is subject to fiduciary duty under federal law.
WEALTHGUARD ADVISORS, INC. is headquartered in PLACERVILLE, CA.
WEALTHGUARD ADVISORS, INC. serves 47 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, WEALTHGUARD ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHGUARD ADVISORS, INC. manages $172 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, WEALTHGUARD ADVISORS, INC. 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.38%
Average Client Assets: $1.7 million
Total Client Accounts: 959
Discretionary Accounts: 959
Regulatory Filings
CRD Number: 297192
Filing ID: 2058130
Last Filing Date: 2026-03-02 06:49:10