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Guardian Wealth Partners, LLC

Guardian Wealth Partners, LLC. CRD 310203

Guardian Wealth Partners, LLC logo

CRD: 310203

Guardian Wealth Partners, LLC

NEW York, NY, 10001
8008796934
www.parkavenuewealthmanagement.com/park-avenue-investment-advisory
$191.4M Total AUM
$191.4M Disc. AUM
23.2% 3Y CAGR
75 Employees
405 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Pershing
Clients
Retail
Platforms
--
Established Date
08-01-2020
Office Locations
10

Office Locations

10 Hudson Yards NEW York NY
1095 Evergreen Circle Suite 205 THE Woodlands TX
185a Marcy Avenue Brooklyn NY

About Guardian Wealth Partners, LLC

Park Avenue Investment Advisory is a standalone RIA subsidiary of The Guardian Life Insurance Company of America that supports independent financial professionals in RIA-only or hybrid practices (fees through the RIA, commissions via Park Avenue Securities). It provides an advisor technology and asset-management platform with planning (complimentary Advizr access), customizable reporting, and a real-time client portal, plus model flexibility and research/due diligence with customized CIO support.

Team overview

46 AVG AGE
$2.6M AVG AUM / ADVISOR
$472.5K AVG AUM / CLIENT
3.1 yrs AVG TENURE
75 Employees
75 Advisory Reps
14 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Crest vital Alpha vector Delta radial

Client Personas

Fusion summit

Custodian

Timber Signal Timber ember

Investment Themes

Matrix bridge Ridge foundation Vertex Optima crest Focus vector

Investment Vehicles

Optima

Platform

Foundation Oak

Services

Bridge unison Frontier zenith Momentum beacon Wave harbor Radial Element Pathway delta

Owner & Executives

A

ALLEN WARREN BOGGS

HEAD OF PRODUCT

CRD
#4751363
Ownership
Less than 5%
(375) 875-2156
optima.bridge@peakcapital.com
in linkedin.com/in/beacon-focus
M

MARIANNE GRACE CASWELL

President

CRD
#6424651
Ownership
Less than 5%
(528) 958-5519
vertex.vertex@summitcapital.com
in linkedin.com/in/unison-crest
D

Delta delta

Meridian beacon summit

CRD
#90261
Ownership
10.3%
(861) 731-4344
ridge.signal@valuecapital.com
in linkedin.com/in/glacier-delta

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Contacts

J

JOSEPH JEROME BIONDOLILLO

--

CRD
#3082625
(643) 808-6692
eagle.vector@primecapital.com
in linkedin.com/in/ember-pathway
M

Michelle Borawski

--

CRD
#7567852
(539) 373-7367
eagle.crest@alphacapital.com
in linkedin.com/in/harbor-delta
E

Eagle capital

Atlas frontier

CRD
#64286
(528) 752-6240
vital.atlas@unisoncapital.com
in linkedin.com/in/foundation-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-20-2022
03-15-2023
07-29-2024
10-08-2025
06-22-2026
Category Assets AVG. Account size
Discretionary $191,356,409 $292,147
Non-Discretionary $0 --
Total $191,356,409 $292,147

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Separately Managed Accounts

Total SMA Asset: $191,356,409

$191.4M Total SMA
Equity - Exchange:
17.1%
Public Funds:
27.7%
Cash:
30.6%
Municipal Bonds:
24.6%
Asset class Assets Assets %
Equity - Exchange $698,695,916 17.1%
Public Funds $1,131,805,666 27.7%
Cash $1,250,297,955 30.6%
Municipal Bonds $1,005,141,494 24.6%
Total $4,085,941,031 100.0%

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