WEALTH GUARDIAN ADVISORY, PLLC

Overview

Wealth Guardian Advisory, Pllc is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm’s client base is focused on individuals and families and it provides financial planning and portfolio management tailored to individuals and small businesses. In addition to advisory work, the business engages in insurance brokerage and maintains affiliations with accounting and law-firm functions, which suggests a cross-disciplinary approach to client needs (tax, legal and insurance coordination alongside investment advice). Investment posture is equity‑oriented: the firm shows a clear preference for exchange‑traded equities and uses managed account structures. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees. Wealth Guardian Advisory is not positioned as a multi‑state adviser, not an active ESG investor, and does not present itself as a capital allocator or pension consultant.

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Public Holdings

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Location & Offices