GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC
CRD #284460 SEC #801-110920 BRIGHTON, MI 844-944-1044
SEC Registered
Total AUM
$30.5M
Discretionary
$30.5M
Employees
11
Clients
1
Accounts
256
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2022 | $30.5M | $30.5M | $0 | 11 | 0 |
| Mar 2022 | $30.5M | $30.5M | $0 | 11 | 0 |
| Mar 2021 | $23.4M | $23.4M | $0 | 11 | 0 |
| Jul 2020 | $11.9M | $11.9M | $0 | 12 | 4 |
| Jun 2020 | $11.9M | $11.9M | $0 | 12 | 4 |
| Apr 2020 | $11.9M | $11.9M | $0 | 12 | 4 |
| Apr 2020 | $11.9M | $11.9M | $0 | 12 | 4 |
| Jan 2020 | $23.3M | $23.3M | $0 | 8 | 5 |
| Jan 2020 | $23.3M | $23.3M | $0 | 8 | 5 |
| Mar 2019 | $23.3M | $23.3M | $0 | 8 | 5 |
| Jan 2019 | $23.3M | $23.3M | $0 | 8 | 5 |
| May 2018 | $17.8M | $17.8M | $0 | 10 | 5 |
| May 2018 | $15.5M | $15.5M | $0 | 10 | 5 |
| Mar 2018 | $15.5M | $15.5M | $0 | 10 | 5 |
| Jan 2018 | $10.2M | $10.2M | $0 | 3 | 68 |
| Nov 2017 | $10.2M | $10.2M | $0 | 3 | 68 |
| Sep 2017 | $400K | $400K | $0 | 2 | 0 |
| Sep 2017 | $400K | $400K | $0 | 2 | 0 |
| Aug 2017 | $400K | $400K | $0 | 2 | 0 |
| Aug 2017 | $400K | $400K | $0 | 2 | 0 |
| Aug 2017 | $400K | $400K | $0 | 2 | 0 |
| Jun 2017 | $400K | $400K | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Mar 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
| Aug 2016 | $0 | $0 | $0 | 2 | 0 |
| Jul 2016 | $0 | $0 | $0 | 2 | 0 |
DateNov 2022
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$30.5M
Discretionary$30.5M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$23.4M
Discretionary$23.4M
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees12
Clients4
DateJun 2020
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees12
Clients4
DateApr 2020
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees12
Clients4
DateApr 2020
Total AUM$11.9M
Discretionary$11.9M
Non-Disc.$0
Employees12
Clients4
DateJan 2020
Total AUM$23.3M
Discretionary$23.3M
Non-Disc.$0
Employees8
Clients5
DateJan 2020
Total AUM$23.3M
Discretionary$23.3M
Non-Disc.$0
Employees8
Clients5
DateMar 2019
Total AUM$23.3M
Discretionary$23.3M
Non-Disc.$0
Employees8
Clients5
DateJan 2019
Total AUM$23.3M
Discretionary$23.3M
Non-Disc.$0
Employees8
Clients5
DateMay 2018
Total AUM$17.8M
Discretionary$17.8M
Non-Disc.$0
Employees10
Clients5
DateMay 2018
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees10
Clients5
DateMar 2018
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees10
Clients5
DateJan 2018
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees3
Clients68
DateNov 2017
Total AUM$10.2M
Discretionary$10.2M
Non-Disc.$0
Employees3
Clients68
DateSep 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0