Wealthguard Advisors, Inc.
Wealthguard Advisors, Inc. is an SEC-registered mass-market adviser in Placerville, CA with $172.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Wealthguard Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297192, SEC 801-121183, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $172.4M (2026-03-02)
- Firm type
- Mass-Market Adviser
- Location
- Placerville, CA
- Employees
- 5
- Clients
- 397
- CRD
- 297192
- Ownership
- ANDERSON, ADAM, LELAND; ANDERSON, ANGELA, LYNN; ANDERSON, BLAKE, LOGAN
How much AUM does Wealthguard Advisors, Inc. have?
Wealthguard Advisors, Inc. reported $172.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Wealthguard Advisors, Inc.?
Disclosed owners and executives of Wealthguard Advisors, Inc. include ANDERSON, ADAM, LELAND, ANDERSON, ANGELA, LYNN, ANDERSON, BLAKE, LOGAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.