WEALTHGUARD ADVISORY GROUP, LLC
CRD #127125 SEC #801-110398 ALPHARETTA, GA 770-667-1177
SEC Registered Disclosures
Total AUM
$125.5M
Discretionary
$120.2M
Employees
2
Clients
1
Accounts
212
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2018 | $125.5M | $120.2M | $5.2M | 2 | 0 |
| Mar 2018 | $125.5M | $120.2M | $5.2M | 2 | 0 |
| Mar 2018 | $125.5M | $120.2M | $5.2M | 2 | 0 |
| Apr 2017 | $111.8M | $106.7M | $5.1M | 2 | 26 |
| Apr 2017 | $111.8M | $106.7M | $5.1M | 2 | 26 |
DateMay 2018
Total AUM$125.5M
Discretionary$120.2M
Non-Disc.$5.2M
Employees2
Clients0
DateMar 2018
Total AUM$125.5M
Discretionary$120.2M
Non-Disc.$5.2M
Employees2
Clients0
DateMar 2018
Total AUM$125.5M
Discretionary$120.2M
Non-Disc.$5.2M
Employees2
Clients0
DateApr 2017
Total AUM$111.8M
Discretionary$106.7M
Non-Disc.$5.1M
Employees2
Clients26
DateApr 2017
Total AUM$111.8M
Discretionary$106.7M
Non-Disc.$5.1M
Employees2
Clients26