RIA Intel›Advisers›Georgia›WEALTHGUARD ADVISORY GROUP, LLC

WEALTHGUARD ADVISORY GROUP, LLC

Advisory

N·ALPHARETTA, GA

Data as of May 29, 2018 · Source: SEC Form ADV

Total AUM
$125M
1-Year AUM Growth
+12.2%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$125M
Discretionary AUM$120M
Non-Discretionary AUM$5M
Discretionary %95.8%
Total Clients—
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record5
First FilingApr 5, 2017
Latest FilingMay 29, 2018
🔒 Full AUM trend chart and 5 historical filings spanning 1+ 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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