GUARDIAN WEALTH STRATEGIES, LLC
CRD #167485 SEC #801-107034 MINNEAPOLS, MN 952-746-1746
SEC Registered
Total AUM
$944.1M
Discretionary
$937.5M
Employees
11
Clients
101
Accounts
4,004
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $944.1M | $937.5M | $6.6M | 11 | 15 |
| Jan 2025 | $944.1M | $937.5M | $6.6M | 11 | 15 |
| Jan 2024 | $732.1M | $725.5M | $6.5M | 11 | 20 |
| Aug 2023 | $663.2M | $652.7M | $10.5M | 10 | 25 |
| Mar 2023 | $564.2M | $553.7M | $10.5M | 10 | 25 |
| Feb 2023 | $564.2M | $553.7M | $10.5M | 10 | 25 |
| Jul 2022 | $495.3M | $483.5M | $11.9M | 11 | 10 |
| Feb 2022 | $495.3M | $483.5M | $11.9M | 11 | 10 |
| Jun 2021 | $371.5M | $359.4M | $12.1M | 11 | 0 |
| Feb 2021 | $371.5M | $359.4M | $12.1M | 10 | 0 |
| Oct 2020 | $328.7M | $317M | $11.8M | 10 | 0 |
| Jun 2020 | $301.6M | $289.8M | $11.8M | 10 | 0 |
| Mar 2020 | $301.6M | $289.8M | $11.8M | 10 | 0 |
| Nov 2019 | $276M | $267.9M | $8.1M | 10 | 10 |
| Oct 2019 | $276M | $267.9M | $8.1M | 11 | 10 |
| Jul 2019 | $273.3M | $265.3M | $8.1M | 11 | 10 |
| May 2019 | $273.3M | $265.3M | $8.1M | 11 | 10 |
| Feb 2019 | $244.7M | $236.6M | $8.1M | 13 | 10 |
| Oct 2018 | $244.3M | $233.8M | $10.5M | 13 | 20 |
| Aug 2018 | $244.3M | $233.8M | $10.5M | 13 | 20 |
| Mar 2018 | $199.2M | $189.5M | $9.7M | 12 | 20 |
| Nov 2017 | $176.2M | $166.3M | $9.9M | 12 | 20 |
| Apr 2017 | $141.2M | $131.4M | $9.9M | 11 | 100 |
| Feb 2017 | $141.2M | $131.4M | $9.9M | 10 | 100 |
| Feb 2017 | $141.2M | $131.4M | $9.9M | 10 | 100 |
| Jan 2017 | $137.4M | $127.5M | $9.9M | 10 | 26 |
| Jan 2017 | $131.5M | $123.1M | $8.4M | 6 | 26 |
| Dec 2016 | $131.5M | $123.1M | $8.4M | 5 | 26 |
| Sep 2016 | $131.5M | $123.1M | $8.4M | 6 | 26 |
| Jan 2016 | $109.8M | $102.2M | $7.7M | 6 | 26 |
| Dec 2015 | $109.8M | $102.2M | $7.7M | 3 | 26 |
DateAug 2025
Total AUM$944.1M
Discretionary$937.5M
Non-Disc.$6.6M
Employees11
Clients15
DateJan 2025
Total AUM$944.1M
Discretionary$937.5M
Non-Disc.$6.6M
Employees11
Clients15
DateJan 2024
Total AUM$732.1M
Discretionary$725.5M
Non-Disc.$6.5M
Employees11
Clients20
DateAug 2023
Total AUM$663.2M
Discretionary$652.7M
Non-Disc.$10.5M
Employees10
Clients25
DateMar 2023
Total AUM$564.2M
Discretionary$553.7M
Non-Disc.$10.5M
Employees10
Clients25
DateFeb 2023
Total AUM$564.2M
Discretionary$553.7M
Non-Disc.$10.5M
Employees10
Clients25
DateJul 2022
Total AUM$495.3M
Discretionary$483.5M
Non-Disc.$11.9M
Employees11
Clients10
DateFeb 2022
Total AUM$495.3M
Discretionary$483.5M
Non-Disc.$11.9M
Employees11
Clients10
DateJun 2021
Total AUM$371.5M
Discretionary$359.4M
Non-Disc.$12.1M
Employees11
Clients0
DateFeb 2021
Total AUM$371.5M
Discretionary$359.4M
Non-Disc.$12.1M
Employees10
Clients0
DateOct 2020
Total AUM$328.7M
Discretionary$317M
Non-Disc.$11.8M
Employees10
Clients0
DateJun 2020
Total AUM$301.6M
Discretionary$289.8M
Non-Disc.$11.8M
Employees10
Clients0
DateMar 2020
Total AUM$301.6M
Discretionary$289.8M
Non-Disc.$11.8M
Employees10
Clients0
DateNov 2019
Total AUM$276M
Discretionary$267.9M
Non-Disc.$8.1M
Employees10
Clients10
DateOct 2019
Total AUM$276M
Discretionary$267.9M
Non-Disc.$8.1M
Employees11
Clients10
DateJul 2019
Total AUM$273.3M
Discretionary$265.3M
Non-Disc.$8.1M
Employees11
Clients10
DateMay 2019
Total AUM$273.3M
Discretionary$265.3M
Non-Disc.$8.1M
Employees11
Clients10
DateFeb 2019
Total AUM$244.7M
Discretionary$236.6M
Non-Disc.$8.1M
Employees13
Clients10
DateOct 2018
Total AUM$244.3M
Discretionary$233.8M
Non-Disc.$10.5M
Employees13
Clients20
DateAug 2018
Total AUM$244.3M
Discretionary$233.8M
Non-Disc.$10.5M
Employees13
Clients20
DateMar 2018
Total AUM$199.2M
Discretionary$189.5M
Non-Disc.$9.7M
Employees12
Clients20
DateNov 2017
Total AUM$176.2M
Discretionary$166.3M
Non-Disc.$9.9M
Employees12
Clients20
DateApr 2017
Total AUM$141.2M
Discretionary$131.4M
Non-Disc.$9.9M
Employees11
Clients100
DateFeb 2017
Total AUM$141.2M
Discretionary$131.4M
Non-Disc.$9.9M
Employees10
Clients100
DateFeb 2017
Total AUM$141.2M
Discretionary$131.4M
Non-Disc.$9.9M
Employees10
Clients100
DateJan 2017
Total AUM$137.4M
Discretionary$127.5M
Non-Disc.$9.9M
Employees10
Clients26
DateJan 2017
Total AUM$131.5M
Discretionary$123.1M
Non-Disc.$8.4M
Employees6
Clients26
DateDec 2016
Total AUM$131.5M
Discretionary$123.1M
Non-Disc.$8.4M
Employees5
Clients26
DateSep 2016
Total AUM$131.5M
Discretionary$123.1M
Non-Disc.$8.4M
Employees6
Clients26
DateJan 2016
Total AUM$109.8M
Discretionary$102.2M
Non-Disc.$7.7M
Employees6
Clients26
DateDec 2015
Total AUM$109.8M
Discretionary$102.2M
Non-Disc.$7.7M
Employees3
Clients26