Wealthguard Advisory Group, LLC is a large advisory firm based in Alpharetta. It manages $125.45 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Georgia.
Wealthguard Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthguard Advisory Group, LLC is $125.45 million. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealthguard Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Wealthguard Advisory Group is high net worth individuals with 27 clients and $76.3 million of assets under management. Among the 9 most similar advisory firms, Wealthguard Advisory Group has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $125.45 million for 86 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wealthguard Advisory Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealthguard Advisory Group, LLC performs its advisory services is located at 4015 Nine Mcfarland Drive, # 150, Alpharetta, GA 30004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-667-1177 or by fax 770-667-0774. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at wealthguardadvisory.com.