WEALTHGUARD ADVISORY GROUP, LLC

WEALTHGUARD ADVISORY GROUP, LLC of ALPHARETTA, GA is an SEC-registered investment adviser (CRD 127125). Regulatory assets under management: $125.5M.

Registration

• CRD: 127125
• SEC file number: 801-110398
• Type: Registered investment adviser
• Location: 4015 NINE MCFARLAND DRIVE, # 150, ALPHARETTA, GA, 30004
• Phone: 770-667-1177
• Latest filing: 2018-05-29
• Regulatory AUM: $125.5M
• Discretionary AUM: $120.2M
• Non-discretionary AUM: $5.2M
• Clients: 2
• Accounts: 212

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search