Guardian Wealth Partners, LLC
● SEC registered since 2020CRD 310203SEC# 801-119560New York, NY
Reg. AUM
$191.4M
Employees
75
Accounts
655
Location
New York, NY
Guardian Wealth Partners, LLC assets under management
Guardian Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2020. It reports $191.4 million in regulatory assets under management and employs 75 people.
Guardian Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allen Warren Boggs Control | Head Of Product & Supervision | Under 5% | 2020 |
| Carly Pritchard Maher Control | Chief Operating Officer | Under 5% | 2020 |
| Guardian Investor Services LLC Control | Owner | Over 75% | 2020 |
| Joseph Michael Gallo Control | Chief Compliance Officer | Under 5% | 2025 |
| Joshua Neil Hergan | General Counsel | Under 5% | 2020 |
| Marianne Grace Caswell Control | President And Elected Member | Under 5% | 2021 |
| Michael Andrew Perry Control | Elected Member | Under 5% | 2025 |
| Michael John Ryniker Control | Head Of Operations | Under 5% | 2022 |
| Robert C Coco Control | Chief Financial Officer | Under 5% | 2021 |
| The Guardian Life Insurance Company of America Control | Owner | Over 75% | 2001 |
Frequently asked questions
How much does Guardian Wealth Partners, LLC manage?
Guardian Wealth Partners, LLC reports $191.4 million in regulatory assets under management on its Form ADV.
How many employees does Guardian Wealth Partners, LLC have?
Guardian Wealth Partners, LLC reports 75 employees.
Where is Guardian Wealth Partners, LLC located?
Guardian Wealth Partners, LLC is based in New York, NY and has been SEC-registered since 2020.
Does Guardian Wealth Partners, LLC disclose fund performance?
Guardian Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 Hudson Yards, New York, NY 10001 |
| Phone | 800-879-6934 |
| Office hours | 9a.m. To 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$191.4M▲ 154%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,306 advisers
EmployeesTop 9%
More than 91% of 16,824 advisers
Assets under management
$191.4Mregulatory AUM
Discretionary $191.4M