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Guardian Wealth Strategies, LLC

● SEC registered since 2016CRD 167485SEC# 801-107034Minneapols, MN
Export (members)
Reg. AUM
$944.1M
Employees
11
Accounts
4,004
Location
Minneapols, MN

Guardian Wealth Strategies, LLC assets under management

Guardian Wealth Strategies, LLC is an investment advisory firm registered with the SEC based in Minneapols, MN. The firm has been registered since 2016. It reports $944.1 million in regulatory assets under management and employs 11 people.
www.gwealth.comView on SEC.gov ↗

Guardian Wealth Strategies, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brent Dean Hoppe ControlFounderUnder 5%2013
Gregory Joseph Gassert ControlChief Compliance OfficerUnder 5%2013
University Investment Advisors ControlMemberOver 75%2015
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Frequently asked questions

How much does Guardian Wealth Strategies, LLC manage?

Guardian Wealth Strategies, LLC reports $944.1 million in regulatory assets under management on its Form ADV.

How many employees does Guardian Wealth Strategies, LLC have?

Guardian Wealth Strategies, LLC reports 11 employees.

Where is Guardian Wealth Strategies, LLC located?

Guardian Wealth Strategies, LLC is based in Minneapols, MN and has been SEC-registered since 2016.

Does Guardian Wealth Strategies, LLC disclose fund performance?

Guardian Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6465 Wayzata Blvd, Ste 230, Minneapols, MN 55426
Phone952-746-1746
Fax612-601-8935
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$937.5M
Non-discretionary$6.6M
Total (RAUM)$944.1M