Wealthguard Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Placerville, CA. Its latest Form ADV filing, dated March 2, 2026, reports $172M in regulatory assets under management, 5 employees, and 959 accounts.
Top client segmentIndividuals represent 86.4% of total clients.
Top client categories% of clientsClients
1
Individuals
86.4%
343
2
HNWI
11.8%
47
3
Charitable
1.0%
4
4
Pension Plans
0.5%
2
5
Corporations
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$172Mas of March 2, 2026
Discretionary100.0%
$172M
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.
Latest AUM$172M
Total Accounts959
10Y AUM Change+$27M (+18.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee79:1
10Y Employee Change-1 (-16.7%)
* 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.