WEALTH GUARDIAN ADVISORY, PLLC

WEALTH GUARDIAN ADVISORY, PLLC of GILBERT, AZ is an SEC-registered investment adviser (CRD 153483). Regulatory assets under management: $18.2M.

Registration

• CRD: 153483
• Type: Registered investment adviser
• Location: 1757 E BASELINE ROAD, GILBERT, AZ, 85233
• Phone: 480-987-9951
• Latest filing: 2026-01-26
• Regulatory AUM: $18.2M
• Discretionary AUM: $18.2M
• Clients: 2
• Accounts: 69

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153483 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search