RIA Intel›Advisers›Arizona›WEALTH GUARDIAN ADVISORY, PLLC

WEALTH GUARDIAN ADVISORY, PLLC

Advisory

GILBERT, AZ

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account

$264K

across 69 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM

$18M

Discretionary %

100%

Clients

69

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients69

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

69 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

CASTANEDA FINANCIAL MANAGEMENT LLC

$18M

RETIREMENT WEALTH STRATEGIES, LLC

PHOENIX, AZ

$18M

W WEALTH ADVISORS LLC

GILBERT, AZ

$18M

THE TARASCIO GROUP, LLC

MESA, AZ

$18M

ARETE FINANCIAL SOLUTIONS, LLC

GOODYEAR, AZ

$19M

THE MONEY GUYS, LLC

$17M

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