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WEALTHGUARD ADVISORS, INC.

PLACERVILLE, CA · CRD 297192 · IAPD ↗ · 530-621-1111

$172.4MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2025 — WEALTHGUARD ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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