MINNEAPOLS, MNCRD 167485Latest ADV February 20, 2026
Guardian Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapols, MN. Its latest Form ADV filing, dated February 20, 2026, reports $1.1B in regulatory assets under management, 11 employees, 2 offices, and 4,278 accounts.
Assets Under Management
$1.1B
Employees
11
Offices
2 offices
Total Clients
1,273
Primary office
MINNEAPOLS, MN
6465 WAYZATA BLVD, STE 230, MINNEAPOLS, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
858
2
HNWI
29.5%
376
3
Charitable
3.1%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 20, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts4,278
10Y AUM Change+$996M (+705.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee116:1
10Y Employee Change+1 (+10.0%)
* 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.