GUARDIAN FINANCIAL PARTNERS, LLC

CRD 287652File 801-110423

APPROVED

Retail clients

Custody

Filing as of Feb 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$911.9M

Above cohort median (national)

Discretionary AUM

$911.9M

Clients

433

906 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 28, 2017
Principal office: 635 E. CHAPMAN AVE., ORANGE, CA, 92866
Phone: 949-771-2969
Website: https://www.youtube.com/channel/UCTz2VWRZ16bBGKFDvD6sPcA?reload=9

Assets & accounts

ADV Item 5F

Total regulatory AUM: $911.9M
Discretionary AUM: $911.9M
Non-discretionary AUM: $0
Discretionary accounts: 906
Non-discretionary accounts: 0
Total accounts: 906
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$11.0M
Charitable organizations	Fewer than 5	$16.5M
High net worth individuals	246	$327.4M
Pension and profit sharing plans	6	$473.2M
Individuals (other than high net worth individuals)	181	$83.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
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: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.