|
⚲
|
| Guardian Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 310203 |
| SEC # | 801-119560 |
| CIK # | |
| AUM | $191.4 M (2026-06-22) |
| Employees | 75 (100% Investors, 52% Brokers) |
| Phone | 800-879-6934 |
| Address | 10 Hudson Yards New York, NY 10001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 104.6 |
| (b) Individuals (high net worth individuals) | 30 | 86.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 655 | 191.4 |
| By Discretionary | ||
| Discretionary | 655 | 191.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 655 | 191.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.4 | |
| Total | 655 | 191.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
K2 Financial Inc
✚
|
CA | 0.2 |
|
Old Rock Asset Management LLC
✚
|
0.2 | |
|
Sanctuary Wealth Advisors LLC
✚
|
CO | 0.2 |
|
The Capital Group Fiduciary Advisors LLC
✚
|
0.2 | |
|
Strategic Advisory Partners LLC
✚
|
NC | 0.2 |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.2 |
|
Togwotee CIO LLC
✚
|
0.2 | |
|
Investment Management Corporation
✚
|
VA | 0.2 |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 0.2 |
|
Apex Wealth Management LLC
✚
|
NH | 0.2 |