ST LOUIS PARK, MNCRD 143254Latest ADV March 23, 2026
Guardian Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Louis Park, MN. Its latest Form ADV filing, dated March 23, 2026, reports $300M in regulatory assets under management, 7 employees, 4 offices, and 721 accounts.
Assets Under Management
$300M
Employees
7
Offices
4 offices
Total Clients
260
Primary office
ST LOUIS PARK, MN
1000 SHELARD PARKWAY, 6TH FLOOR, ST LOUIS PARK, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.3% of total clients.
Top client categories% of clientsClients
1
Individuals
67.3%
175
2
HNWI
30.4%
79
3
Corporations
2.3%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of March 23, 2026
Discretionary87.1%
$262M
87% of total RAUM87.1%
Non-discretionary12.9%
$39M
13% of total RAUM12.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$300M
Total Accounts721
10Y AUM Change+$167M (+125.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee37:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.