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GUARDIAN WEALTH PARTNERS, LLC
CRD 310203 · SEC 801-119560
10 HUDSON YARDS, NEW YORK, NY, 10001, United States
Phone
800-879-6934
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$191.4M
Discretionary AUM
$191.4M
Team
75 total employees; 75 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $104.6M |
| High net worth individuals | 30 | $86.7M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD