CRD: 153483
Wealth Guardian Advisory, Pllc
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2010
- Office Locations
- 1
Office Locations
About Wealth Guardian Advisory, Pllc
Wealth Guardian Advisory is an independent Arizona-based financial planning and investment management firm within the Wealth Guardian Group, coordinating advice alongside in-house tax preparation/planning, insurance brokerage, and legal document preparation (licensed by the Arizona Supreme Court). Serves retail clients and emphasizes ETF-based portfolios (with fixed income/cash use). Custodied with TRADE-PMR.
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Owner & Executives
JARED ROY DANIEL
Financial Advisor, General Partner, Managing Member
- CRD
- #4630493
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Annick N Rodarte
Administrative Manager
- CRD
- #6861254
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,218,816 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,218,816 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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