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Guardian Wealth Advisors

EST. AUM
$300,168,163

CONTACTS
6

CLIENT ACCOUNTS
676

Firm Details

Metro area Minneapolis
CRD Number 143254
Website guardian-wealth.com
Client types

Overview

Guardian Wealth Management, Inc. (GWMI) is a fee-only Registered Investment Advisor (RIA) that specializes in comprehensive wealth management. Their focus is on promoting values-based living. The company serves a select clientele chosen to match their unique approach to relationship coaching. New clients are accepted into their boutique planning/advisory firm only through referrals from existing clients or trusted financial colleagues who meet specific client criteria.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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