# Wealth Guardian Advisory, PLLC

> Wealth Guardian Advisory, PLLC is a state-registered investment advisory firm in Gilbert, AZ, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 153483
- Filed as: WEALTH GUARDIAN ADVISORY, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153483
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-guardian-advisory-pllc-gilbert-az-153483

## Quick answers

**How is Wealth Guardian Advisory, PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Guardian Advisory, PLLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealth Guardian Advisory, PLLC located?**
Wealth Guardian Advisory, PLLC's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Wealth Guardian Advisory, PLLC registered with the SEC or a state?**
Wealth Guardian Advisory, PLLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153483.

**How much does Wealth Guardian Advisory, PLLC manage?**
Wealth Guardian Advisory, PLLC reports $18,218,816 in regulatory assets under management in its Form ADV filing dated January 26, 2026 (100% discretionary).

**What types of clients does Wealth Guardian Advisory, PLLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (11).

**Does Wealth Guardian Advisory, PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153483

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,218,816
- Discretionary: $18,218,816
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $7,549,890 |
| High net worth individuals | 11 | $10,668,926 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthguardiangroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Guardian Advisory, PLLC (CRD 153483): Form ADV filing data as of October 2026.