Guardian Wealth Advisors, Llc
- Regulatory AUM
- $300M
- Discretionary
- $262M
- Clients
- 260
- Avg AUM / client
- $1.2M
- Accounts
- 721
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 175 | $59.6M | 19.9% |
| High net worth individuals | 79 | $237M | 79.0% |
| Corporations and other businesses | 6 | $3.4M | 1.14% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Retirement Income Plan For The Employees Of Armacell Llc Armacell Llc | 2024 | |
| Mcentire Produce, Inc. Profit Sharing & 401(k) Plan Mcentire Produce, Inc. | Columbia, SC | 2024 |
| D & C Employees' 401(k) Plan Dillon Supply Company | 2024 | |
| Metropolitan Anesthesia Network Profit Sharing Plan Metropolitan Anesthesia Network, Llp | 2024 | |
| Fly Exclusive 401(k) Plan Exclusive Jets, Llc Dba Fly Exclusive | 2024 | |
| Spectraforce Technologies, Inc. 401(k) Plan Spectraforce Technologies, Inc. | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Baldus, Gregory, James | Shareholder | Jan 2017 (10y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Imhoff, Jeffrey, George | President | Jan 2017 (10y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Pasche, Aaron, Charles | Shareholder | Jan 2017 (10y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Kelly, Ryan, Wayne | Shareholder | Oct 2019 (7y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Myslajek, Scott, Bricker | Shareholder | Jan 2022 (5y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Swartz, Rebecca, Elizabeth | Chief Financial Officer And Shareholder | Jan 2022 (5y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Kemp, Daniel, Joseph | Shareholder | Jan 2023 (4y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| Eric N. Becker | Chief Compliance Officer/President | Feb 2023 (3y) | Less than 5% | |
| Evanson, Luke, Erik | Shareholder | Jan 2024 (3y) | GP / trustee / elected manager of Myslajek Kemp & Spencer, Ltd. (indirect) | |
| John Gregory Keyes | Registered representative | Mar 2016 (10y) | ||
| Taylor Philip Moran | Registered representative | Mar 2024 (2y) | ||
| Krew Michael Barber | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Myslajek Kemp & Spencer, Ltd. | Owner | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Retirement Income Plan For The Employees Of Armacell Llc | Armacell Llc | 43 | $37.8M | 01/01/2024 |
| Mcentire Produce, Inc. Profit Sharing & 401(k) Plan | Mcentire Produce, Inc. | 313 | $7.7M | 01/01/2024 |
| D & C Employees' 401(k) Plan | Dillon Supply Company | 421 | $28.8M | 01/01/2024 |
| Metropolitan Anesthesia Network Profit Sharing Plan | Metropolitan Anesthesia Network, Llp | 554 | $391M | 01/01/2024 |
| Fly Exclusive 401(k) Plan | Exclusive Jets, Llc Dba Fly Exclusive | 641 | $17.9M | 01/01/2024 |
| Spectraforce Technologies, Inc. 401(k) Plan | Spectraforce Technologies, Inc. | 415 | $5.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $300M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗