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Guardian Wealth Strategies, LLC

Guardian Wealth Strategies, LLC. CRD 167485

Guardian Wealth Strategies, LLC logo

CRD: 167485

Guardian Wealth Strategies, LLC

Minneapols, MN, 55426
9527461746
gwealth.com
$1.1B Total AUM
$1.1B Disc. AUM
26.8% 3Y CAGR
11 Employees
1,598 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · Tiaa
Clients
Retail and Institutional
Platforms
SignalMomentum +more
Established Date
12-17-2013
Office Locations
2

Office Locations

12940 Harriet AVE S #102 Burnsville MN
6465 Wayzata Blvd STE 230 Minneapols MN

About Guardian Wealth Strategies, LLC

Guardian Wealth Strategies is an independent, fiduciary advisory firm serving individuals and nonprofits in the Minneapolis-St. Paul area. The team provides portfolio management plus integrated financial planning that coordinates investments, tax planning, estate planning, and insurance. The firm highlights a conflict-free model with no proprietary funds or revenue sharing.

Team overview

44 AVG AGE
$227.5M AVG AUM / ADVISOR
$711.9K AVG AUM / CLIENT
8.8 yrs AVG TENURE
11 Employees
5 Advisory Reps
5 RIA Reps
12yrs Firm Age

Insights

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Accredited Investors

Horizon vital

Asset Classes

Horizon optima Alpha

Client Personas

Element vector Focus quantum Timber meridian

Custodian

Timber Vector oak Fusion prime Optima frontier Capital vector Meridian frontier Insight

Investment Themes

Bridge Alpha Signal radial Peak alpha Wave Atlas ember

Investment Vehicles

Beacon eagle

Platform

Wave

Services

Optima Zenith Signal Radial Vector Harbor momentum North Crest Foundation Delta zenith Insight Pathway element

Technology

Delta alpha Value crest Fusion prime Quantum bridge

Owner & Executives

GREGORY JOSEPH GASSERT

GREGORY JOSEPH GASSERT

Chief Compliance Officer, Investment Advisor

CRD
#4310912
Ownership
Less than 5%
(563) 480-1189
element.radial@peakcapital.com
in linkedin.com/in/momentum-vital
B

BRENT DEAN HOPPE

FOUNDER, Wealth Advisor

CRD
#4280247
Ownership
Less than 5%
(331) 672-1754
timber.pioneer@fusioncapital.com
in linkedin.com/in/ridge-radial

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Contacts

Yelisey Kuts

Yelisey Kuts

Wealth Management Advisor

CRD
#6731578
(232) 734-5992
eagle.vital@catalystcapital.com
in linkedin.com/in/fusion-north
B

Benjamin Curtis Olson

Wealth Advisor

CRD
#6781731
(393) 326-6042
catalyst.value@northcapital.com
in linkedin.com/in/ember-wave
M

Momentum fusion

Eagle delta insight

CRD
#97939
(815) 571-3034
catalyst.element@quantumcapital.com
in linkedin.com/in/timber-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-29-2022
08-22-2023
01-25-2024
08-15-2025
02-20-2026
Category Assets AVG. Account size
Discretionary $1,137,618,563 $265,923
Non-Discretionary $0 --
Total $1,137,618,563 $265,923

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Separately Managed Accounts

Total SMA Asset: $1,137,618,563

$1.1B Total SMA
Public Funds:
7.8%
Equity - Exchange:
17.9%
Cash:
29.7%
U.S. Government/Agency:
22.9%
Municipal Bonds:
21.7%
Asset class Assets Assets %
Public Funds $99,288,133 7.8%
Equity - Exchange $227,853,537 17.9%
Cash $378,058,662 29.7%
U.S. Government/Agency $291,499,776 22.9%
Municipal Bonds $276,224,680 21.7%
Total $1,272,924,788 100.0%

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