# Guardian Wealth Advisors

Guardian Wealth Advisors is a Bank / Wealth / Trust based in Saint Louis Park, MN, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Saint Louis Park, MN, United States
- **Region:** North America
- **Address:** Raleigh, NC, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** guardian-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/guardian-wealth-advisors

## Regulatory record

- **CRD number:** 305412
- **SEC file number:** 801-118121
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305412

## About

David H. Batchelor launched Guardian Wealth Advisors in 2019 after a career in private wealth management at larger wirehouses. The Raleigh-based RIA operates with a flat team structure, providing financial planning and discretionary portfolio management to a client base concentrated in North Carolina's Research Triangle and surrounding states. The firm constructs separate-account portfolios using individual equities and fixed-income securities rather than mutual funds or ETFs. This approach allows for tax-loss harvesting at the lot level and customization around concentrated stock positions. Core allocations span US large-cap equities, municipal bonds, and investment-grade corporates. The firm does not originate direct private investments or participate in venture-stage deal flow. Guardian Wealth Advisors maintains a single office in Raleigh and does not publicly disclose assets under management or total client count. The firm is registered with the SEC and state regulators. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or private-fund complex — are associated with the entity. As a pure advisory practice without proprietary products or capital-markets revenue, Guardian's structural posture eliminates the product-distribution incentives common in bank-affiliated and wirehouse wealth platforms. Batchelor's personal book of business and the firm's recurring fee-only model constitute the economic engine, with no disclosed plan for external succession or institutional capital.

## People

- David H. Batchelor — Founder and Managing Partner

## Questions

### How does Guardian Wealth Advisors charge for its services?

As a fee-only RIA registered with the SEC, Guardian Wealth Advisors charges clients based on a percentage of assets under management or a fixed retainer. This structure eliminates commissions and product-sale incentives, aligning the firm's revenue with portfolio performance and client retention rather than transaction volume.

## Related profiles

- [Guardian Media Group](https://altss.com/profile/guardian-media-group)
- [Guardian Wealth Management](https://altss.com/profile/guardian-wealth-management)

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Last updated: 2026-07-08T22:04:44.057Z

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