Wealthguard Advisors, Inc.

RIASEC Registered

Total AUM

$172M

Discretionary

$172M

100% of AUM

Avg account

$180K

Accounts

959

Employees

Advisory reps

Firm details

Headquarters: Placerville, California
CRD number: 297192
Registered since: May 7, 2021
Website: www.wealthguardadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals50.84%
HNWI45.38%
Pension & Profit Sharing Plans3.07%
Charitable Organizations0.44%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthguard Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering a mix of fee arrangements including percentage of AUM, hourly charges, and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Wealthguard reports it is not an active ESG investor and operates as a single-state adviser.