Guardian Wealth Partners, LLC

Overview

Guardian Wealth Partners, LLC is an SEC-registered LLC that began registration in 2020 and positions itself as a capital allocator for individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and selection of other advisers as core advisory services. Its fee arrangements include assets-under-management fees as well as hourly and fixed-fee billing. Guardian lists industry affiliations with a broker‑dealer, another investment adviser, and an insurance company, and identifies itself as a related adviser. The firm is not marked as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices