Ardent Guardian Wealth Advisory, LLC
Firm details
- Headquarters
- Mclean, Virginia
- CRD number
- 333310
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Ardent Guardian Wealth Advisory, LLC is a small, individually owned advisory firm that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and does not identify as an active ESG investor. It is not structured as a multi-state adviser, a pension consultant, or a related adviser, and it is not designated a capital allocator. The firm lists accountant and law firm affiliations, which suggests reliance on professional referral networks or coordinated service delivery with tax and legal advisors. Regulatory registration details and a publicly reported AUM figure are not provided in the source data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Mario Pizzamiglio
President and CEOCRD 5385180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mclean, VA
Fairfax
Location
Mclean, VA
Headquartered in Mclean, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 6731 Whittier Ave
- Time zone
- ET (UTC-5)
- Office locations
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