GUARDIAN WEALTH ADVISORS, LLC
CRD #305412 SEC #801-118121 RALEIGH, NC 919-874-1900
SEC Registered
Total AUM
$2.1B
Discretionary
$1.9B
Employees
43
Clients
0
Accounts
1,683
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.1B | $1.9B | $194.6M | 43 | 0 |
| Mar 2025 | $2.1B | $1.9B | $194.6M | 44 | 0 |
| Jan 2025 | $1.7B | $1.5B | $210.8M | 38 | 0 |
| Jun 2024 | $1.7B | $1.5B | $210.8M | 38 | 0 |
| Apr 2024 | $1.7B | $1.5B | $210.8M | 38 | 0 |
| Mar 2024 | $1.7B | $1.5B | $210.8M | 38 | 0 |
| Oct 2023 | $1.4B | $1.2B | $182.5M | 39 | 0 |
| Apr 2023 | $1.4B | $1.2B | $182.5M | 39 | 0 |
| Mar 2023 | $1.4B | $1.2B | $182.5M | 39 | 0 |
| Jan 2023 | $361.9M | $340.3M | $21.6M | 24 | 0 |
| Dec 2022 | $361.9M | $340.3M | $21.6M | 24 | 0 |
| May 2022 | $361.9M | $340.3M | $21.6M | 24 | 0 |
| Mar 2022 | $361.9M | $340.3M | $21.6M | 24 | 0 |
| Jan 2022 | $149.4M | $131.8M | $17.6M | 16 | 0 |
| Nov 2021 | $149.4M | $131.8M | $17.6M | 16 | 0 |
| Oct 2021 | $149.4M | $131.8M | $17.6M | 16 | 0 |
| Jul 2021 | $149.4M | $131.8M | $17.6M | 16 | 0 |
| Jun 2021 | $149.4M | $131.8M | $17.6M | 16 | 0 |
| Mar 2021 | $149.4M | $131.8M | $17.6M | 12 | 0 |
| Jan 2021 | $114.6M | $114.6M | $0 | 8 | 0 |
| Dec 2020 | $114.6M | $114.6M | $0 | 8 | 0 |
| Sep 2020 | $114.6M | $114.6M | $0 | 8 | 0 |
| Jun 2020 | $114.6M | $114.6M | $0 | 8 | 0 |
| Jun 2020 | $0 | $0 | $0 | 4 | 0 |
| May 2020 | $0 | $0 | $0 | 4 | 0 |
| Apr 2020 | $0 | $0 | $0 | 4 | 0 |
| Jan 2020 | $0 | $0 | $0 | 4 | 0 |
DateApr 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$194.6M
Employees43
Clients0
DateMar 2025
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$194.6M
Employees44
Clients0
DateJan 2025
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$210.8M
Employees38
Clients0
DateJun 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$210.8M
Employees38
Clients0
DateApr 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$210.8M
Employees38
Clients0
DateMar 2024
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$210.8M
Employees38
Clients0
DateOct 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.5M
Employees39
Clients0
DateApr 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.5M
Employees39
Clients0
DateMar 2023
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$182.5M
Employees39
Clients0
DateJan 2023
Total AUM$361.9M
Discretionary$340.3M
Non-Disc.$21.6M
Employees24
Clients0
DateDec 2022
Total AUM$361.9M
Discretionary$340.3M
Non-Disc.$21.6M
Employees24
Clients0
DateMay 2022
Total AUM$361.9M
Discretionary$340.3M
Non-Disc.$21.6M
Employees24
Clients0
DateMar 2022
Total AUM$361.9M
Discretionary$340.3M
Non-Disc.$21.6M
Employees24
Clients0
DateJan 2022
Total AUM$149.4M
Discretionary$131.8M
Non-Disc.$17.6M
Employees16
Clients0
DateNov 2021
Total AUM$149.4M
Discretionary$131.8M
Non-Disc.$17.6M
Employees16
Clients0
DateOct 2021
Total AUM$149.4M
Discretionary$131.8M
Non-Disc.$17.6M
Employees16
Clients0
DateJul 2021
Total AUM$149.4M
Discretionary$131.8M
Non-Disc.$17.6M
Employees16
Clients0
DateJun 2021
Total AUM$149.4M
Discretionary$131.8M
Non-Disc.$17.6M
Employees16
Clients0
DateMar 2021
Total AUM$149.4M
Discretionary$131.8M
Non-Disc.$17.6M
Employees12
Clients0
DateJan 2021
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0