Wealthguard, Inc.

Wealthguard, Inc. (CRD# 175131) is a financial advisory firm headquartered in San Francisco, CA. They manage $50,000,000 in 83 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Wealthguard, Inc.
Showing 1 - 1 of 1 top financial advisors.
Roger D. Gershman
CRD#: 1593809
529 Commercial St., Suite 300, San Francisco, CA 94111

Roger Gershman (CRD# 1593809) is an Investment Advisor Representative working at Wealthguard, Inc. in San Francisco, CA and has over 30 years of experience in the finance industry.

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