WEALTHGUARD ADVISORS, INC.

RIASEC RegisteredEst. 2021

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 positions itself as a capital allocator for both individual and institutional clients. The firm offers comprehensive financial planning and portfolio management for individuals and small businesses, and it lists pension consulting and selection of other advisers among its advisory services. Its fee model is flexible, combining a percentage-of-AUM layer with hourly and fixed-fee engagements to suit different client needs. Investment activity tilts toward fixed-income, with a clear preference for investment-grade corporate bonds as a core allocation. The firm is not an active ESG investor and is organized under individual ownership. Wealthguard operates under a multi-service model that blends discretionary portfolio management with project-based planning and adviser selection.