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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Wealth Strategies LLC
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| CRD # | 167485 |
| SEC # | 801-107034 |
| CIK # | |
| AUM | $944.1 M (2025-01-14) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 952-746-1746 |
| Address | 6465 Wayzata Blvd Minneapols, MN 55426 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 922 | 359.0 |
| (b) Individuals (high net worth individuals) | 266 | 561.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 30 | 23.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,004 | 944.1 |
| By Discretionary | ||
| Discretionary | 3,996 | 937.5 |
| Non-Discretionary | 8 | 6.6 |
| Total | 4,004 | 944.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 944.1 | |
| Total | 4,004 | 944.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Panoramika Advisors Inc
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|
FL | 0.9 |
|
Bruni J V & Co
✚
|
CO | 0.9 |
|
Concord Wealth Partners
✚
|
VA | 0.9 |
|
Horizon Wealth Management LLC
✚
|
IL | 0.9 |
|
Goldstein Advisors LLC
✚
|
WI | 0.9 |
|
Fierston Financial Group Inc
✚
|
CT | 0.9 |
|
Ignite Planners LLC
✚
|
CA | 0.9 |
|
Harvey Investment Company LLC
✚
|
KY | 0.9 |
|
Passive Capital Management LLC
✚
|
NY | 0.9 |
|
Randolph Co Inc
✚
|
OH | 0.9 |