WEALTHGUARD ADVISORS, INC.

CRD 297192File 801-121183

APPROVED

Retail clients

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$172.4M

Bottom 25% of cohort (national)

Discretionary AUM

$172.4M

Clients

397

959 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: May 7, 2021
Principal office: 496 MAIN STREET, PLACERVILLE, CA, 95667
Phone: 530-621-1111
Website: https://www.youtube.com/channel/UCnVdqJSDC5ZYAktWLJa1JaA

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.4M
Discretionary AUM: $172.4M
Non-discretionary AUM: $0
Discretionary accounts: 959
Non-discretionary accounts: 0
Total accounts: 959
AUM per client: $434K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$462K
Charitable organizations	Fewer than 5	$754K
High net worth individuals	47	$78.2M
Pension and profit sharing plans	Fewer than 5	$5.3M
Individuals (other than high net worth individuals)	343	$87.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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.