# WealthGuard Advisors

WealthGuard Advisors is a Multi Family Office.

## Overview

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

## Regulatory record

- **CRD number:** 297192
- **SEC file number:** 801-121183
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297192

## About

Wealthguard Advisors, Inc. is an SEC-registered investment adviser in Placerville, CA, registered since 2021. The firm manages approximately $172 million in assets. It has 5 employees and 2 investment advisers.

## Questions

### What regulatory status does WealthGuard Advisors hold?

WealthGuard Advisors operates as a registered investment advisor (RIA), which imposes fiduciary duties and SEC compliance requirements. This structure differentiates it from many single-family offices that avoid registration. Public records indicate the firm adheres to regulatory reporting standards.

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Last updated: 2026-07-06T01:24:28.681Z

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