| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian David Keedy Control | Managing Partner; Cco | 25-50% | 2019 |
| David Todd Misenheimer Control | Managing Partner | 25-50% | 2023 |
| Ervin Randolph Millwood Control | Partner | 5-10% | 2023 |
Guardian Wealth Advisors, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Guardian Wealth Advisors, LLC reports 43 employees.
Guardian Wealth Advisors, LLC is based in Raleigh, NC and has been SEC-registered since 2020.
Guardian Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4270 the Circle at North Hills Street, Suite 200, Raleigh, NC 27609 |
| Phone | 919-249-1810 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $1.86B |
| Non-discretionary | $194.6M |
| Total (RAUM) | $2.05B |