Guardian Wealth Partners, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$191,356,409 as of October 2026, filing dated September 2, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

PARK AVENUE INVESTMENT ADVISORY, WESTPAC WEALTH PARTNERS

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2020 (6 years)

Employees

Total: 75. Performing investment advisory functions: 75.

Wrap fee program participation

Yes.

Other offices (Schedule D, Section 1.F)

7 other offices, as of the October 2026 filing

Beachwood, OHBrooklyn, NYPittsburgh, PARed Bank, NJSaint Louis, MOScottsdale, AZThe Woodlands, TX

States registered or notice-filed

53 states or jurisdictions

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWVWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $0 in the October 2021 data and $191,356,409 in the October 2026 data.

Total employees: 118 in October 2021 and 75 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • Updated its list of owners and control persons (Schedule A).
2. July 2026
   • Updated its list of owners and control persons (Schedule A).
3. April 2026
   • Changed its legal name from Park Avenue Investment Advisory, LLC to Guardian Wealth Partners, LLC.
   • Employees performing advisory functions went from 87 to 75.
   • Regulatory assets under management went from $98,287,453 to $191,356,409 (+95%).
   • Added an office in Red Bank, NJ.
   • No longer lists an office in Claremont, CA.
   • No longer lists an office in Houston, TX.
   • No longer lists an office in Irvine, CA.
4. November 2025
   • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.