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| Guardian Wealth Advisors LLC
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|---|---|
| CRD # | 143254 |
| SEC # | 801-87183 |
| CIK # | 0001858828 |
| AUM | 2,743.2 M (2026-03-26) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 952-746-3211 |
| Address | 1000 Shelard Parkway, 6th Floor St Louis Park, MN 55426 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001858828 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| C H Robinson Worldwide Inc | 2.8 | ||
| Johnson & Johnson | 1.3 | ||
| Chevron Corp | 1.2 | ||
| AbbVie Inc | 1.0 | ||
| Cardinal Health Inc | 1.0 | ||
| Cincinnati Financial Corp | 0.9 | ||
| McGraw-Hill Companies Inc | 0.8 | ||
| Apple Inc | 0.8 | ||
| Procter & Gamble Co | 0.8 | ||
| PepsiCo Inc | 0.7 | ||
| Ecolab Inc | 0.7 | ||
| Lowes Companies Inc | 0.7 | ||
| Graco Inc | 0.6 | ||
| Abbott Laboratories | 0.6 | ||
| Factset Research Systems Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 0.1 |
| (b) Individuals (high net worth individuals) | 79 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 721 | 0.3 |
| By Discretionary | ||
| Discretionary | 661 | 0.3 |
| Non-Discretionary | 60 | 0.0 |
| Total | 721 | 0.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.3 | |
| Total | 721 | 0.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001858828] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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