WEALTHGUARD ADVISORS, INC.
CRD #297192 SEC #801-121183 PLACERVILLE, CA 530-621-1111
SEC Registered
Total AUM
$163.6M
Discretionary
$163.6M
Employees
4
Clients
1
Accounts
870
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $163.6M | $163.6M | $0 | 4 | 2 |
| Jan 2025 | $163.6M | $163.6M | $0 | 4 | 2 |
| Jan 2025 | $163.6M | $163.6M | $0 | 4 | 2 |
| Jan 2025 | $163.6M | $163.6M | $0 | 4 | 2 |
| Dec 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Jun 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Jun 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Jun 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Apr 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Mar 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Jan 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Jan 2024 | $135.2M | $135.2M | $0 | 5 | 3 |
| Sep 2023 | $130.9M | $130.9M | $0 | 5 | 4 |
| Feb 2023 | $130.9M | $130.9M | $0 | 6 | 4 |
| Jan 2023 | $163.7M | $163.7M | $32.5K | 6 | 4 |
| Nov 2022 | $163.7M | $163.7M | $32.5K | 6 | 4 |
| Jul 2022 | $163.7M | $163.7M | $32.5K | 6 | 4 |
| Feb 2022 | $163.7M | $163.7M | $32.5K | 6 | 4 |
| Nov 2021 | $145.5M | $145.5M | $0 | 6 | 2 |
| Apr 2021 | $145.5M | $145.5M | $0 | 6 | 2 |
DateOct 2025
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2025
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2025
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees4
Clients2
DateJan 2025
Total AUM$163.6M
Discretionary$163.6M
Non-Disc.$0
Employees4
Clients2
DateDec 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateJun 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateJun 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateJun 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateApr 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateMar 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateJan 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateJan 2024
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees5
Clients3
DateSep 2023
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees5
Clients4
DateFeb 2023
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees6
Clients4
DateJan 2023
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$32.5K
Employees6
Clients4
DateNov 2022
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$32.5K
Employees6
Clients4
DateJul 2022
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$32.5K
Employees6
Clients4
DateFeb 2022
Total AUM$163.7M
Discretionary$163.7M
Non-Disc.$32.5K
Employees6
Clients4
DateNov 2021
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees6
Clients2
DateApr 2021
Total AUM$145.5M
Discretionary$145.5M
Non-Disc.$0
Employees6
Clients2