# Guardian Wealth Partners, LLC

> 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.

- CRD: 310203
- Filed as: GUARDIAN WEALTH PARTNERS, LLC
- Also doing business as: PARK AVENUE INVESTMENT ADVISORY, WESTPAC WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310203
- AdvisorCensus page: https://advisorcensus.com/firm/guardian-wealth-partners-llc-new-york-ny-310203

## Quick answers

**How is Guardian Wealth Partners, LLC compensated?**
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).

**How much does Guardian Wealth Partners, LLC charge?**
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.

**Where is Guardian Wealth Partners, LLC located?**
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).

**Is Guardian Wealth Partners, LLC registered with the SEC or a state?**
Guardian Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310203.

**How much does Guardian Wealth Partners, LLC manage?**
Guardian Wealth Partners, LLC reports $191,356,409 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have Guardian Wealth Partners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Guardian Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (372); high net worth individuals (30).

**Does Guardian Wealth Partners, 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/310203

**What changed in Guardian Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 26, 2026)

- Hourly rate: $100 to $500 an hour (Financial planning/consulting or business exit consulting services)

> 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: $100,000 a year (Subscription-Based Financial Planning)

> Subscription-Based Financial Planning will generally have a maximum annual fee of $100,000 per agreement.

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

### Regulatory assets under management (Item 5.F)
- Total: $191,356,409
- Discretionary: $191,356,409
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 372 | $104,608,719 |
| High net worth individuals | 30 | $86,747,690 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 75 total, 75 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Beachwood, OH
- Brooklyn, NY
- Pittsburgh, PA
- Red Bank, NJ
- Saint Louis, MO
- Scottsdale, AZ
- The Woodlands, TX

### Websites listed on Form ADV (Item 1.I)
- parkavenuesecurities.com/pas-investment-advisory

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 118 | July 20, 2021 |
| October 2022 | $44,442,493 | 89 | June 6, 2022 |
| October 2023 | $97,057,291 | 75 | March 15, 2023 |
| October 2024 | $75,377,994 | 70 | July 29, 2024 |
| October 2025 | $98,287,453 | 87 | March 28, 2025 |
| October 2026 | $191,356,409 | 75 | September 2, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### 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.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guardian Wealth Partners, LLC (CRD 310203): Form ADV filing data as of October 2026.