$300.2M Total AUM
$261.5M Disc. AUM
13.3% 3Y CAGR
7 Employees
260 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · US Bank
- Clients
- Retail and Institutional
- Platforms
- OakCatalyst vital +more
- Established Date
- 01-30-2014
- Office Locations
- 1
Office Locations
1000 Shelard Parkway, 6TH Floor ST Louis Park MN
About Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC is a Minnesota-based RIA serving retirees, high-net-worth families, and tax-focused clients with collaborative financial planning and disciplined, personalized investment management. The team coordinates with clients’ CPAs and other advisors on tax strategy and multi-generational wealth transfer, with regular plan monitoring and consistent communication. Custody includes Schwab.
Team overview
33 AVG AGE
$75.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
12yrs Firm Age
Insights
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Accredited Investors
Oak momentum
Asset Classes
Momentum Delta Crest horizon
Client Personas
Signal summit Timber alpha
Custodian
Horizon insight Matrix element Timber Bridge Ember Vector Matrix crest Oak
Investment Themes
Eagle vector Value Catalyst frontier Element Peak value
Investment Vehicles
Horizon Vertex Crest atlas
Platform
Timber
Services
Oak Ridge Peak north Vital catalyst Crest focus Vector alpha Insight atlas Ridge Crest Zenith timber Pioneer Element Fusion
Technology
Optima radial Harbor Legacy Bridge
Owner & Executives
Eric N. Becker
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #3255593
- Ownership
- 10% but less than 25%
(779) 844-9227
wave.vector@beaconcapital.com
in linkedin.com/in/focus-horizon
Showing 1 of 1 owners & executives
Unlock allContacts
Krew Michael Barber
--
- CRD
- #7902303
(367) 335-8690
bridge.vector@frontiercapital.com
in linkedin.com/in/vital-prime
JOHN GREGORY KEYES
Wealth Advisor
- CRD
- #2207453
(371) 500-6234
atlas.summit@wavecapital.com
in linkedin.com/in/timber-frontier
L
Legacy summit
Atlas horizon
- CRD
- #95708
(259) 987-8304
vital.north@focuscapital.com
in linkedin.com/in/momentum-alpha
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,524,031 | $395,649 |
| Non-Discretionary | $38,644,132 | $644,069 |
| Total | $300,168,163 | $416,322 |
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Separately Managed Accounts
Total SMA Asset: $300,168,163
Public Funds:
14.8% U.S. Government/Agency:
15.3% Equity - Exchange:
40.4% Cash:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,057,340,845 | 14.8% |
| U.S. Government/Agency | $1,093,061,819 | 15.3% |
| Equity - Exchange | $2,886,254,738 | 40.4% |
| Cash | $2,107,537,494 | 29.5% |
| Total | $7,144,194,896 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS HORIZON CATALYST | SUMMIT VITAL | YP9E8I2TY | GMBKQ | 7.09% | $59,738,938 |
| LEGACY CATALYST VALUE | BEACON VALUE | NLRO374JN | QLWFL | 11.02% | $70,201,855 |
| EMBER PIONEER ZENITH | ZENITH WAVE | 4LWGJEBD1 | QHFHC | 3.63% | $17,063,880 |
| EMBER OAK ELEMENT | WAVE INSIGHT | AR3BG6IVW | IMKM | 8.08% | $39,370,860 |
| VERTEX HORIZON | EMBER ATLAS | CYPNCSX9F | NGDT | 7.64% | $46,771,852 |
| UNISON INSIGHT | SUMMIT HORIZON | 0Z7MN7769 | BUL | 10.71% | $118,721,084 |
| FUSION VECTOR QUANTUM | MATRIX MOMENTUM | JSHTC5EYI | CXNZ | 4.18% | $28,653,697 |
| FOCUS EMBER PEAK | FUSION PIONEER | FJGJQHND6 | YQJ | 12.21% | $109,877,553 |