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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Wealth Advisors LLC
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| CRD # | 305412 |
| SEC # | 801-118121 |
| CIK # | 0001858828 |
| AUM | $2.1 B (2025-04-15) |
| Employees | 43 (74% Investors, 14% Brokers) |
| Phone | 919-874-1900 |
| Address | 4270 The Circle at North Hills Street Raleigh, NC 27609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001858828 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| C H Robinson Worldwide Inc | 1.6 | ||
| Cardinal Health Inc | 1.1 | ||
| AbbVie Inc | 1.1 | ||
| McGraw-hill Companies Inc | 1.0 | ||
| Johnson & Johnson | 0.9 | ||
| Cincinnati Financial Corp | 0.9 | ||
| Chevron Corp | 0.9 | ||
| Abbott Laboratories | 0.9 | ||
| Ecolab Inc | 0.9 | ||
| Exxon Mobil Corp | 0.8 | ||
| Procter & Gamble Co | 0.7 | ||
| Graco Inc | 0.7 | ||
| Lowes Companies Inc | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,223 | 0.3 |
| (b) Individuals (high net worth individuals) | 325 | 1.1 |
| (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 | 112 | 0.7 |
| (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 | 23 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,683 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,667 | 1.9 |
| Non-Discretionary | 16 | 0.2 |
| Total | 1,683 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,683 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001858828] |
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|---|---|---|
|
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OH | 2.1 |
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Strive Asset Management LLC
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TX | 2.1 |
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Joel R Mogy Investment Counsel Inc
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IC Advisory Services Inc
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Summit Financial Strategies Inc
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Wilkinson Global Asset Management LLC
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|
NY | 2.1 |
|
Foundry Partners LLC
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|
OH | 2.0 |
|
Wealth Architects LLC
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|
CA | 2.0 |
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Pandi LLC
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MO | 2.0 |