RIA Intel›Advisers›Michigan›GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

GUARDIAN POINTE PRIVATE WEALTH MANAGEMENT, LLC

Advisory

N·BRIGHTON, MI

Data as of Nov 7, 2022 · Source: SEC Form ADV

Total AUM
$31M
1-Year AUM Growth
0.0%
3-Year CAGR
+9.9%
Employees
11
Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees11
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record28
First FilingJul 20, 2016
Latest FilingNov 7, 2022
🔒 Full AUM trend chart and 28 historical filings spanning 6+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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