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WEALTHGUARD ADVISORS, INC.
CRD 297192 · SEC 801-121183
496 MAIN STREET, PLACERVILLE, CA, 95667, United States
Phone
530-621-1111
Fax
530-621-1113
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.4M
Discretionary AUM
$172.4M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersADVISORY CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 343 | $87.6M |
| High net worth individuals | 47 | $78.2M |
| Pension/profit sharing plans | 2 | $5.3M |
| Charitable organizations | 4 | $754K |
| Corporations/business entities | 1 | $462K |
States served
AZ, CA, NV, OR, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD