Guardian Wealth Advisors, LLC

Overview

Guardian Wealth Advisors, LLC is an SEC registered investment adviser based in Raleigh, NC, registered since 2020. It reports $2.7B in assets under management across 5,387 accounts, with 50 employees. It has 33 investment adviser representatives.

Reported AUM

$2.7B

Discretionary

95%

Accounts

5,387

Average account

$509K

Employees

50

Advisory reps

33

Registered since

2020

Jurisdictions

24

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• Christian David Keedy Managing Partner, Chief Compliance Officer CRD 4325571
• David Todd Misenheimer Managing Partner CRD 4475048
• Michael Jay Hensley Managing Partner CRD 4052660

4 more executive officers, with direct contact details

Advisory reps 3 of 33

• Hallvard Boehn Investment Adviser Rep CRD 7865942
• Nathan P Budrow Insurance Agent · Investment Adviser Rep CRD 4587292
• Stephanie Haynes Campbell Insurance Agent · Investment Adviser Rep CRD 6658692

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2413 Blue Ridge Rd Ste 201
Raleigh, NC 27607

County

Wake

Metro area

Raleigh-Cary, NC

Region

South

Registrations

• SEC registered
• Registered in 24 jurisdictions
• Website: valleypeakfinancial.com

Every state, with registration dates

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