RIA · CRD 333310SEC-Registered

Updated:

ARDENT GUARDIAN WEALTH ADVISORY, LLC

Ardent Guardian Wealth Advisory, LLC is a registered investment advisor (RIA). No public details on AUM, leadership, or strategy are available.

ARDENT GUARDIAN WEALTH ADVISORY, LLC

Ardent Guardian Wealth Advisory, LLC is an SEC-registered investment adviser in McLean, VA. It has one employee and one investment adviser. The firm is based in McLean.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is Ardent Guardian Wealth Advisory, LLC's regulatory status?

Ardent Guardian is registered as an investment advisor (RIA) with the SEC or state regulators, subject to fiduciary duty. No public records indicate recent disciplinary actions or regulatory issues.

What types of clients does the firm serve?

As an RIA, it likely serves high-net-worth individuals, families, or institutions. Client minimums and fee structures are not publicly disclosed.

What is the firm's investment approach?

The firm's name implies a conservative, guardian-oriented approach—focusing on wealth preservation. Without public documentation, exact strategies, asset allocation, and portfolio construction details are unknown.

Does the firm have any public affiliations or partnerships?

No public information identifies affiliations with larger financial institutions, networks like R360 or Tiger 21, or philanthropic foundations.

What is the firm's known AUM or team size?

Neither AUM nor professional headcount is publically disclosed. SEC filings or state registration may list these figures but are not available in public summaries.

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