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GUARDIAN WEALTH ADVISORS, LLC

RALEIGH, NC · CRD 305412 · IAPD ↗ · valleypeakfinancial.com · 919-249-1810

$2.74BRegulatory AUM
30Advisory reps
50Employees
0Clients
0Planning clients
0Private funds
24States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
April 2026 — GUARDIAN WEALTH ADVISORS, LLC changed its website from silowealth.com to valleypeakfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
April 2026 — GUARDIAN WEALTH ADVISORS, LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — GUARDIAN WEALTH ADVISORS, LLC notice-filed in IA, KS, MI, MO, OH, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — GUARDIAN WEALTH ADVISORS, LLC reported RAUM up 34% ($2.05B -> $2.74B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2025 — GUARDIAN WEALTH ADVISORS, LLC grew from 23 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2025 — GUARDIAN WEALTH ADVISORS, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — GUARDIAN WEALTH ADVISORS, LLC added office(s): 10 -> 12 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
July 2024 — GUARDIAN WEALTH ADVISORS, LLC changed its website from guardian-wa.com to silowealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
April 2024 — GUARDIAN WEALTH ADVISORS, LLC notice-filed in AZ, MD, NY.
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.