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Guardian Wealth Partners, LLC

● SEC registered since 2020CRD 310203SEC# 801-119560New York, NY
Export (members)
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
NameTitleOwnershipSince
Allen Warren Boggs ControlHead Of Product & SupervisionUnder 5%2020
Carly Pritchard Maher ControlChief Operating OfficerUnder 5%2020
Guardian Investor Services LLC ControlOwnerOver 75%2020
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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

Address10 Hudson Yards, New York, NY 10001
Phone800-879-6934
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$191.4M▲ 154%
Jan '25 — $75.4MFeb '25 — $75.4MMar '25 — $98.3MApr '25 — $98.3MMay '25 — $98.3MJun '25 — $98.3MJul '25 — $98.3MAug '25 — $98.3MSep '25 — $98.3MOct '25 — $98.3MNov '25 — $98.3MDec '25 — $98.3MJan '26 — $98.3MFeb '26 — $98.3MMar '26 — $191.4MApr '26 — $191.4MMay '26 — $191.4MJun '26 — $191.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers

Assets under management

$191.4Mregulatory AUM
Discretionary $191.4M