WEALTHGUARD ADVISORS, INC.

WEALTHGUARD ADVISORS, INC. of PLACERVILLE, CA is an SEC-registered investment adviser (CRD 297192). Regulatory assets under management: $172.4M.

Registration

• CRD: 297192
• SEC file number: 801-121183
• Type: Registered investment adviser
• Location: 496 MAIN STREET, PLACERVILLE, CA, 95667
• Phone: 530-621-1111
• Latest filing: 2026-03-02
• Regulatory AUM: $172.4M
• Discretionary AUM: $172.4M
• Clients: 5
• Accounts: 959

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297192 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search