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| Keyboard |
| Guardian Wealth Strategies LLC
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|---|---|
| CRD # | 167485 |
| SEC # | 801-107034 |
| CIK # | |
| AUM | 1,137.6 M (2026-02-20) |
| 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) | 858 | 332.6 |
| (b) Individuals (high net worth individuals) | 376 | 775.9 |
| (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 | 39 | 29.2 |
| (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 | 4,278 | 1,137.6 |
| By Discretionary | ||
| Discretionary | 4,278 | 1,137.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,278 | 1,137.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,137.6 | |
| Total | 4,278 | 1,137.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 325 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Dean Capital Management LLC
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|
KS | 1,148.9 M |
|
Atlas Capital Advisors Inc
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|
CA | 1,148.6 M |
|
Financial Partners Group Inc
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KS | 1,145.6 M |
|
Ironvine Capital Partners LLC
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NE | 1,143.7 M |
|
Waterfront Wealth Inc
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|
KS | 1,138.0 M |
|
Foundation Resource Management Inc
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|
AR | 1,137.8 M |
|
The de Burlo Group Inc
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|
MA | 1,133.4 M |
|
Scott Capital Advisors LLC
✚
|
OR | 1,131.6 M |
|
Kelly Financial Group LLC
✚
|
MD | 1,131.1 M |
|
Meramec Financial Planners LLC
✚
|
MO | 1,126.9 M |