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GUARDIAN WEALTH ADVISORS, LLC

ST LOUIS PARK, MN · CRD 143254 · IAPD ↗ · 952-746-3211

$300.2MRegulatory AUM
4Advisory reps
7Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — GUARDIAN WEALTH ADVISORS, LLC notice-filed in FL, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — GUARDIAN WEALTH ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — GUARDIAN WEALTH ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — GUARDIAN WEALTH ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
December 2024 — GUARDIAN WEALTH ADVISORS, LLC moved its main office from BLOOMINGTON, MN to ST LOUIS PARK, MN.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
December 2024 — GUARDIAN WEALTH ADVISORS, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — GUARDIAN WEALTH ADVISORS, LLC reported RAUM up 26% ($197.8M -> $249.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2024 — GUARDIAN WEALTH ADVISORS, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2024 — GUARDIAN WEALTH ADVISORS, LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — GUARDIAN WEALTH ADVISORS, LLC added office(s): 0 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.