{
  "crd_number": 310203,
  "slug": "guardian-wealth-partners-llc-new-york-ny-310203",
  "primary_business_name": "GUARDIAN WEALTH PARTNERS, LLC",
  "legal_name": "GUARDIAN WEALTH PARTNERS, LLC",
  "dbas": [
    "PARK AVENUE INVESTMENT ADVISORY",
    "WESTPAC WEALTH PARTNERS"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-09-30",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 191356409.0,
  "raum_discretionary": 191356409.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 75,
  "advisory_employees": 75,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 104608719.0,
      "count": 372
    },
    "high_net_worth_individuals": {
      "raum": 86747690.0,
      "count": 30
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://parkavenuesecurities.com/pas-investment-advisory"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310203",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/guardian-wealth-partners-llc-new-york-ny-310203",
  "display_name": "Guardian Wealth Partners, LLC",
  "summary": "Guardian Wealth Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. Guardian Wealth Partners, LLC (CRD 310203): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Guardian Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Guardian Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Guardian Wealth Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $100 to $500 an hour (Financial planning/consulting or business exit consulting services); Subscription: $100,000 a year (Subscription-Based Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Guardian Wealth Partners, LLC located?",
      "a": "Guardian Wealth Partners, LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Guardian Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Guardian Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310203."
    },
    {
      "q": "How much does Guardian Wealth Partners, LLC manage?",
      "a": "Guardian Wealth Partners, LLC reports $191,356,409 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary)."
    },
    {
      "q": "How have Guardian Wealth Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Guardian Wealth Partners, LLC: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Guardian Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (372); high net worth individuals (30)."
    },
    {
      "q": "Does Guardian Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "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/310203"
    },
    {
      "q": "What changed in Guardian Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 118,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 44442493.0,
      "total_employees": 89,
      "filing_date": "2022-06-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 97057291.0,
      "total_employees": 75,
      "filing_date": "2023-03-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 75377994.0,
      "total_employees": 70,
      "filing_date": "2024-07-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 98287453.0,
      "total_employees": 87,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 191356409.0,
      "total_employees": 75,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 26, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $500 an hour (Financial planning/consulting or business exit consulting services)",
      "Subscription: $100,000 a year (Subscription-Based Financial Planning)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $500 an hour (Financial planning/consulting or business exit consulting services)"
        ],
        "quotes": [
          "Hourly fees will generally range from $100/hour to $500/hour, and flat fees will generally range from $500 to $100,000 per agreement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $100,000 a year (Subscription-Based Financial Planning)"
        ],
        "quotes": [
          "Subscription-Based Financial Planning will generally have a maximum annual fee of $100,000 per agreement."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 500.0,
          "period": "hour",
          "service": "Financial planning/consulting or business exit consulting services"
        },
        {
          "kind": "subscription",
          "amount": 100000.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Subscription-Based Financial Planning"
        }
      ]
    },
    "quotes": [
      "Hourly fees will generally range from $100/hour to $500/hour, and flat fees will generally range from $500 to $100,000 per agreement.",
      "Subscription-Based Financial Planning will generally have a maximum annual fee of $100,000 per agreement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/guardian-wealth-partners-llc-new-york-ny-310203.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 372,
      "fewer_than_5": false,
      "raum": 104608719.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 30,
      "fewer_than_5": false,
      "raum": 86747690.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310203",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}