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GUARDIAN WEALTH STRATEGIES, LLC
CRD 167485File 801-107034
APPROVED
Retail clients
Custody
Filing as of Feb 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.14B
Above cohort median (national)
Discretionary AUM
$1.14B
Clients
1,273
4,278 accounts
Employees
11
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2016
- Principal office
- 6465 WAYZATA BLVD, STE 230, MINNEAPOLS, MN, 55426
- Phone
- 952-746-1746
- Website
- HTTPS://WWW.GWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.14B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,278
- Non-discretionary accounts
- 0
- Total accounts
- 4,278
- AUM per client
- $894K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 39 | $29.2M |
| High net worth individuals | 376 | $775.9M |
| Individuals (other than high net worth individuals) | 858 | $332.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.