Wealthguard Advisors, Inc.
● SEC registered since 2021CRD 297192SEC# 801-121183Placerville, CA
Reg. AUM
$172.4M
Employees
5
Accounts
959
Location
Placerville, CA
Wealthguard Advisors, Inc. assets under management
Wealthguard Advisors, Inc. is an SEC-registered investment adviser based in Placerville, CA. The firm has been registered since 2021. It reports $172.4 million in regulatory assets under management and employs 5 people.
Wealthguard Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Leland Anderson Control | President/ Ceo/ Chief Compliance Officer | Over 75% | 2010 |
| Angela Lynn Anderson | Secretary | Under 5% | 2010 |
| Blake Logan Anderson | Director | Under 5% | 2023 |
Frequently asked questions
How much does Wealthguard Advisors, Inc. manage?
Wealthguard Advisors, Inc. reports $172.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealthguard Advisors, Inc. have?
Wealthguard Advisors, Inc. reports 5 employees.
Where is Wealthguard Advisors, Inc. located?
Wealthguard Advisors, Inc. is based in Placerville, CA and has been SEC-registered since 2021.
Does Wealthguard Advisors, Inc. disclose fund performance?
Wealthguard Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 496 Main Street, Placerville, CA 95667 |
| Phone | 530-621-1111 |
| Fax | 530-621-1113 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.4M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$172.4Mregulatory AUM
Discretionary $172.4M