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Wealthguard Advisors, Inc.

● SEC registered since 2021CRD 297192SEC# 801-121183Placerville, CA
Export (members)
Reg. AUM
$163.6M
Employees
4
Accounts
870
Location
Placerville, CA

Wealthguard Advisors, Inc. assets under management

Wealthguard Advisors, Inc. is an SEC-registered investment adviser based in Placerville, CA. The firm has been registered since 2021. It reports $163.6 million in regulatory assets under management and employs 4 people.
www.youtube.com/channel/ucnvdqjsdc5zyaktwlja1jaaView on SEC.gov ↗

Wealthguard Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Adam Leland Anderson ControlPresident/ Ceo/ Chief Compliance OfficerOver 75%2010
Angela Lynn AndersonSecretaryUnder 5%2010
Blake Logan AndersonDirectorUnder 5%2023

Frequently asked questions

How much does Wealthguard Advisors, Inc. manage?

Wealthguard Advisors, Inc. reports $163.6 million in regulatory assets under management on its Form ADV.

How many employees does Wealthguard Advisors, Inc. have?

Wealthguard Advisors, Inc. reports 4 employees.

Where is Wealthguard Advisors, Inc. located?

Wealthguard Advisors, Inc. is based in Placerville, CA and has been SEC-registered since 2021.

Does Wealthguard Advisors, Inc. disclose fund performance?

Wealthguard Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address496 Main Street, Placerville, CA 95667
Phone530-621-1111
Fax530-621-1113
Office hours8:00 a.m. To 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.6M
Non-discretionary$0
Total (RAUM)$163.6M