Guardian Wealth Advisors, LLC
● SEC registered since 2020CRD 305412SEC# 801-118121Raleigh, NC
Reg. AUM
$2.74B
Employees
50
Accounts
5,387
Location
Raleigh, NC
Guardian Wealth Advisors, LLC assets under management
Guardian Wealth Advisors, LLC is an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2020. It reports $2.7 billion in regulatory assets under management and employs 50 people.
Guardian Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian David Keedy Control | Managing Partner; Cco | 25-50% | 2019 |
| David Todd Misenheimer Control | Managing Partner | 25-50% | 2023 |
| Ervin Randolph Millwood Control | Partner | 5-10% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Guardian Wealth Advisors, LLC manage?
Guardian Wealth Advisors, LLC reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Guardian Wealth Advisors, LLC have?
Guardian Wealth Advisors, LLC reports 50 employees.
Where is Guardian Wealth Advisors, LLC located?
Guardian Wealth Advisors, LLC is based in Raleigh, NC and has been SEC-registered since 2020.
Does Guardian Wealth Advisors, LLC disclose fund performance?
Guardian Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2413 Blue Ridge Rd, Suite 201, Raleigh, NC 27607 |
| Phone | 919-249-1810 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$2.74B▲ 65%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.74Bregulatory AUM
Discretionary $2.61BNon-discretionary $137.7M