WealthGuard Advisors (WGA)
Investment Management • 
Placerville, California, United States • 1-10 Employees
Company overview
| Headquarters | 496 Main Street, Placerville, CA 95667, US |
| Phone number | +15306211111 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contact at WealthGuard Advisors (WGA)
Adam Anderson
President and Chief Compliance Officer
WealthGuard Advisors (WGA) Email Formats
WealthGuard Advisors (WGA) uses 1 email format. The most common is {first initial} (e.g., j@wealthguardadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthguardadvisors.com | 100% |
About WealthGuard Advisors (WGA)
Who is WealthGuard? WealthGuard Advisors, Inc. is a Registered Investment Advisory (RIA) firm that is dedicated to and passionate about helping individuals grow and protect their wealth by providing custom asset management and financial guidance. The founder, Adam L. Anderson, has been working in the investment industry since 1997. He is assisted by Casey Murdock, an Enrolled Agent (EA) and Investment Advisor Representative (IAR), Blake Anderson (IAR), Angela Anderson (HR) and Jamie Cardwell (administrative assistant). What does WealthGuard do? We help people identify their financial goals and risk comfort levels. We then recommend and assist in implementing strategies that are managed in-house to help clients strive to reach their goals. We act as a fiduciary for our clients and put their interests first. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
WealthGuard Advisors (WGA) revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WealthGuard Advisors (WGA) has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
WealthGuard Advisors (WGA) has never raised funding before.
WealthGuard Advisors (WGA) Tech Stack
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