Wealth Guardian Advisory, Pllc

Wealth Guardian Advisory, Pllc (CRD# 153483) is a financial advisory firm headquartered in Gilbert, AZ. They manage $16,803,546 in 174 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $96,572
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Wealth Guardian Advisory, Pllc
Showing 1 - 2 of 2 top financial advisors.
1
Jared R. Daniel
CRD#: 4630493
1757 E Baseline Road, Suite 118, Gilbert, AZ 85233

Jared Daniel (CRD# 4630493) is an Investment Advisor Representative working at Wealth Guardian Advisory, Pllc in Gilbert, AZ and has over 20 years of experience in the finance industry.

2
Annick N. Rodarte
CRD#: 6861254
1757 E Baseline Road, Suite 118, Gilbert, AZ 85233

Annick Rodarte (CRD# 6861254) is an Investment Advisor Representative working at Wealth Guardian Advisory, Pllc in Gilbert, AZ and has over 6 years of experience in the finance industry.

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