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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 15, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FREEDLAND, MADELEINE, CARLSON | I | PARTNER | NA | Control |
| FREEDLAND, MADELEINE, CARLSON | I | PARTNER | NA | Control |
| FREEDLAND, MADELEINE, CARLSON | I | PARTNER | NA | Control |
| FREEDLAND, MADELEINE, CARLSON | I | PARTNER | NA | Control |
| FREEDLAND, MADELEINE, CARLSON | I | PARTNER | NA | Control |
| PRATT, MARISSA, LEIGH | I | COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | PARTNER; COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | PARTNER; COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | PARTNER; COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | PARTNER; COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | PARTNER; COO | NA | Control |
| PRATT, MARISSA, LEIGH | I | PARTNER; COO | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| RHINEHARDT, GREGORY, THOMPSON | I | PARTNER | NA | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | D | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | C | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | C | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | C | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | C | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | C | Control |
| HENSLEY, MICHAEL, JAY | I | MANAGING PARTNER | C | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | C | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | C | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | C | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | C | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | C | Control |
| KEEDY, CHRISTIAN, DAVID | I | MANAGING PARTNER; CCO | C | Control |
| MISENHEIMER, DAVID, TODD | I | MANAGING PARTNER | C | Control |
| MISENHEIMER, DAVID, TODD | I | MANAGING PARTNER | C | Control |
| MISENHEIMER, DAVID, TODD | I | MANAGING PARTNER | C | Control |
| MISENHEIMER, DAVID, TODD | I | MANAGING PARTNER | C | Control |
| MISENHEIMER, DAVID, TODD | I | MANAGING PARTNER | C | Control |
| MISENHEIMER, DAVID, TODD | I | MANAGING PARTNER | C | Control |
| SMITH, RUSSELL, BRENTON | I | PARTNER | B | Control |
| SMITH, RUSSELL, BRENTON | I | PARTNER | B | Control |
| SMITH, RUSSELL, BRENTON | I | PARTNER | B | Control |
| SMITH, RUSSELL, BRENTON | I | PARTNER | B | Control |
| MILLWOOD, ERVIN, RANDOLPH | I | PARTNER | A | Control |
| MILLWOOD, ERVIN, RANDOLPH | I | PARTNER | A | Control |
| MILLWOOD, ERVIN, RANDOLPH | I | PARTNER | A | Control |
| MILLWOOD, ERVIN, RANDOLPH | I | PARTNER | A | Control |
| MILLWOOD, ERVIN, RANDOLPH | I | PARTNER | A | Control |
| MILLWOOD, ERVIN, RANDOLPH | I | PARTNER | A | Control |
| SMITH, RUSSELL, BRENTON | I | PARTNER | A | Control |
| SMITH, RUSSELL, BRENTON | I | PARTNER | A | Control |
Registrations
Federal
IA
Apr 15, 2025 REGISTERED
Notice Filings (18)
AZ CA FL GA LA MA MD MN MS NC NE NH NY PA SC TN TX VA
Address
4270 THE CIRCLE AT NORTH HILLS STREETSUITE 200
RALEIGH, NC 27609
United States
Phone: 919-874-1900