GUARDIAN WEALTH ADVISORS, LLC
CRD #143254 SEC #801-87183 ST LOUIS PARK, MN 952-746-3211
SEC Registered
Total AUM
$267.2M
Discretionary
$230.3M
Employees
6
Clients
101
Accounts
676
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $267.2M | $230.3M | $36.9M | 6 | 0 |
| Mar 2025 | $267.2M | $230.3M | $36.9M | 6 | 0 |
| Nov 2024 | $249.2M | $207.7M | $41.5M | 6 | 0 |
| Nov 2024 | $249.2M | $207.7M | $41.5M | 6 | 0 |
| Sep 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| Sep 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| Aug 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| Jun 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| May 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| May 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| Apr 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| Mar 2024 | $249.2M | $207.7M | $41.5M | 8 | 0 |
| Jan 2024 | $197.8M | $158.6M | $39.3M | 6 | 0 |
| Oct 2023 | $197.8M | $158.6M | $39.3M | 6 | 0 |
| Mar 2023 | $197.8M | $158.6M | $39.3M | 6 | 0 |
| Nov 2022 | $197.8M | $155.7M | $42.1M | 4 | 0 |
| Nov 2022 | $197.8M | $155.7M | $42.1M | 4 | 0 |
| Nov 2022 | $197.8M | $155.7M | $42.1M | 5 | 0 |
| Nov 2022 | $197.8M | $155.7M | $42.1M | 5 | 0 |
| Jan 2022 | $197.8M | $155.7M | $42.1M | 5 | 0 |
| Dec 2021 | $168.4M | $130.7M | $37.7M | 4 | 0 |
| Mar 2021 | $168.4M | $130.7M | $37.7M | 4 | 0 |
| Jun 2020 | $148.8M | $110.8M | $37.9M | 4 | 0 |
| Mar 2020 | $148.8M | $110.8M | $37.9M | 4 | 0 |
| Dec 2019 | $149.5M | $84.3M | $65.2M | 4 | 0 |
| Mar 2019 | $149.5M | $84.3M | $65.2M | 4 | 0 |
| Mar 2018 | $147.9M | $84.3M | $63.7M | 4 | 0 |
| Mar 2017 | $133.4M | $57.6M | $75.8M | 4 | 200 |
| Oct 2016 | $119.7M | $47.7M | $72M | 4 | 100 |
| Mar 2016 | $119.7M | $47.7M | $72M | 4 | 100 |
| Oct 2015 | $124.9M | $44.2M | $80.7M | 3 | 100 |
| Aug 2015 | $124.9M | $44.2M | $80.7M | 4 | 100 |
| Mar 2015 | $124.9M | $44.2M | $80.7M | 4 | 100 |
DateMar 2025
Total AUM$267.2M
Discretionary$230.3M
Non-Disc.$36.9M
Employees6
Clients0
DateMar 2025
Total AUM$267.2M
Discretionary$230.3M
Non-Disc.$36.9M
Employees6
Clients0
DateNov 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees6
Clients0
DateNov 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees6
Clients0
DateSep 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateSep 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateAug 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateJun 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateMay 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateMay 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateApr 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateMar 2024
Total AUM$249.2M
Discretionary$207.7M
Non-Disc.$41.5M
Employees8
Clients0
DateJan 2024
Total AUM$197.8M
Discretionary$158.6M
Non-Disc.$39.3M
Employees6
Clients0
DateOct 2023
Total AUM$197.8M
Discretionary$158.6M
Non-Disc.$39.3M
Employees6
Clients0
DateMar 2023
Total AUM$197.8M
Discretionary$158.6M
Non-Disc.$39.3M
Employees6
Clients0
DateNov 2022
Total AUM$197.8M
Discretionary$155.7M
Non-Disc.$42.1M
Employees4
Clients0
DateNov 2022
Total AUM$197.8M
Discretionary$155.7M
Non-Disc.$42.1M
Employees4
Clients0
DateNov 2022
Total AUM$197.8M
Discretionary$155.7M
Non-Disc.$42.1M
Employees5
Clients0
DateNov 2022
Total AUM$197.8M
Discretionary$155.7M
Non-Disc.$42.1M
Employees5
Clients0
DateJan 2022
Total AUM$197.8M
Discretionary$155.7M
Non-Disc.$42.1M
Employees5
Clients0
DateDec 2021
Total AUM$168.4M
Discretionary$130.7M
Non-Disc.$37.7M
Employees4
Clients0
DateMar 2021
Total AUM$168.4M
Discretionary$130.7M
Non-Disc.$37.7M
Employees4
Clients0
DateJun 2020
Total AUM$148.8M
Discretionary$110.8M
Non-Disc.$37.9M
Employees4
Clients0
DateMar 2020
Total AUM$148.8M
Discretionary$110.8M
Non-Disc.$37.9M
Employees4
Clients0
DateDec 2019
Total AUM$149.5M
Discretionary$84.3M
Non-Disc.$65.2M
Employees4
Clients0
DateMar 2019
Total AUM$149.5M
Discretionary$84.3M
Non-Disc.$65.2M
Employees4
Clients0
DateMar 2018
Total AUM$147.9M
Discretionary$84.3M
Non-Disc.$63.7M
Employees4
Clients0
DateMar 2017
Total AUM$133.4M
Discretionary$57.6M
Non-Disc.$75.8M
Employees4
Clients200
DateOct 2016
Total AUM$119.7M
Discretionary$47.7M
Non-Disc.$72M
Employees4
Clients100
DateMar 2016
Total AUM$119.7M
Discretionary$47.7M
Non-Disc.$72M
Employees4
Clients100
DateOct 2015
Total AUM$124.9M
Discretionary$44.2M
Non-Disc.$80.7M
Employees3
Clients100
DateAug 2015
Total AUM$124.9M
Discretionary$44.2M
Non-Disc.$80.7M
Employees4
Clients100
DateMar 2015
Total AUM$124.9M
Discretionary$44.2M
Non-Disc.$80.7M
Employees4
Clients100