# Guardian Wealth Advisors, LLC

> Guardian Wealth Advisors, LLC is an SEC-registered investment advisory firm in St Louis Park, MN, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 143254
- Filed as: GUARDIAN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St Louis Park, MN
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143254
- AdvisorCensus page: https://advisorcensus.com/firm/guardian-wealth-advisors-llc-st-louis-park-mn-143254

## Quick answers

**How is Guardian Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Guardian Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Guardian Wealth Advisors, LLC located?**
Guardian Wealth Advisors, LLC's principal office is in St Louis Park, MN, according to its Form ADV.

**Is Guardian Wealth Advisors, LLC registered with the SEC or a state?**
Guardian Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 143254.

**How much does Guardian Wealth Advisors, LLC manage?**
Guardian Wealth Advisors, LLC reports $300,168,163 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (87% discretionary).

**How have Guardian Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Guardian Wealth Advisors, LLC: Regulatory assets under management: $168,357,000 in the October 2021 data and $300,168,163 in the October 2026 data, up 78%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Guardian Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (79); corporations or other businesses not listed above (6).

**Which custodians does Guardian Wealth Advisors, LLC use?**
Guardian Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Guardian Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143254

**Does Guardian Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 22, 2026 says: "For new investment advisory account clients, Guardian Wealth Advisors requires a minimum account size of $500,000, which is set forth in the fee schedule provided at Item 5. We reserve the right to waive this minimum in our sole discretion."

**What changed in Guardian Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $267,185,126 to $300,168,163 (+12%). Registered or notice-filed in FL, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 22, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> For new investment advisory account clients, Guardian Wealth Advisors requires a minimum account size of $500,000, which is set forth in the fee schedule provided at Item 5. We reserve the right to waive this minimum in our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $300,168,163
- Discretionary: $261,524,031
- Non-discretionary: $38,644,132

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $59,644,369 |
| High net worth individuals | 79 | $237,098,586 |
| Corporations or other businesses not listed above | 6 | $3,425,208 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL, LA, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guardian-wealth.com
- LinkedIn @1375258

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $168,357,000 | 4 | March 19, 2021 |
| October 2022 | $197,778,214 | 5 | January 28, 2022 |
| October 2023 | $197,849,967 | 6 | March 2, 2023 |
| October 2024 | $249,228,787 | 8 | September 11, 2024 |
| October 2025 | $267,185,126 | 6 | March 12, 2025 |
| October 2026 | $300,168,163 | 7 | March 23, 2026 |

Regulatory assets under management: $168,357,000 in the October 2021 data and $300,168,163 in the October 2026 data, up 78%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $267,185,126 to $300,168,163 (+12%).
- Registered or notice-filed in FL, IL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guardian Wealth Advisors, LLC (CRD 143254): Form ADV filing data as of October 2026.
