# Guardian Wealth Strategies, LLC

Guardian Wealth Strategies, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 167485
- **SEC file number:** 801-107034
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167485

## About

Guardian Wealth Strategies, LLC is an SEC-registered investment adviser in Minneapolis, MN, registered since 2016. The firm manages approximately $1.1 billion in assets. It has 11 employees and 5 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Tax Strategy

## Questions

### What type of clients does Guardian Wealth Strategies serve?

Public records describe the firm's client base as high-net-worth individuals and families. Its services are tailored to clients with substantial investable assets requiring estate and tax planning.

### How is Guardian Wealth Strategies regulated?

Guardian Wealth Strategies is a registered investment adviser with the SEC, operating as Guardian Wealth Strategies, LLC. Its registration and filings are publicly available via the SEC's Investment Adviser Public Disclosure system.

### What is the investment philosophy of Guardian Wealth Strategies?

The firm focuses on preserving and growing multi-generational capital through a mix of asset classes including stocks, bonds, real estate, and alternative investments. Its investment philosophy emphasizes risk management and tax efficiency.

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Last updated: 2026-07-06T01:24:17.746Z

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