CRD: 297192
Wealthguard Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2010
- Office Locations
- 1
Office Locations
About Wealthguard Advisors, Inc.
WealthGuard Advisors is an independent RIA providing financial planning and in-house, custom portfolio management tailored to each client’s goals and risk tolerance. The team emphasizes disciplined, transparent, cost-conscious management with direct visibility into holdings and the ability to make quick portfolio adjustments. Investment implementation includes ETFs and fixed income strategies, and they publish a Weekly Market Watch video series.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ADAM LELAND ANDERSON
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #2924886
- Ownership
- 75% or more
ANGELA LYNN ANDERSON
Advisor, Secretary
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,378,397 | $179,748 |
| Non-Discretionary | $0 | -- |
| Total | $172,378,397 | $179,748 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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