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Insights

Boutique Market Niche WealthGuard Advisors operates as a small, specialized firm with a highly personalized approach to financial planning and asset management, serving clients with tailored strategies that can appeal to high-net-worth individuals seeking dedicated advisory services.

Growth Potential With annual revenues between 10 million and 25 million and a compact team, the company presents an opportunity for scalable solutions that support its commitment to fiduciary responsibility while expanding its client base efficiently.

Technology Stack Leveraging advanced tech such as JSON-LD, Quantcast, and HTTP/3 suggests an openness to digital innovation, offering opportunities to introduce fintech solutions that enhance client engagement and operational efficiency.

Competitive Landscape Operating in a market with industry giants like Charles Schwab and Fidelity, WealthGuard can benefit from targeted services that differentiate its personalized, fiduciary-focused offerings to attract clients seeking a boutique alternative.

Fiduciary Trust As a registered investment advisory firm with a fiduciary duty, WealthGuard emphasizes client-first strategies, creating opportunities to position complementary services such as compliance, client onboarding, or advanced portfolio analytics to reinforce trust and transparency.

WealthGuard Advisors (WGA) Tech Stack

WealthGuard Advisors (WGA) uses 8 technology products and services including JSON-LD, Priority Hints, Quantcast, and more. Explore WealthGuard Advisors (WGA)'s tech stack below.

  • JSON-LD
    Javascript Frameworks
  • Priority Hints
    Performance
  • Quantcast
    System Analytics & Monitoring
  • HTTP/3
    Web & Portal Technology
  • Elementor Header & Footer Builder
    Web Platform Extensions
  • Astra
    Web Platform Extensions
  • OpenResty
    Web Servers
  • jQuery Validation Plugin
    Web Tools And Plugins

Media & News

WealthGuard Advisors (WGA)'s Email Address Formats

WealthGuard Advisors (WGA) uses at least 1 format(s):
WealthGuard Advisors (WGA) Email FormatsExamplePercentage
First@wealthguardadvisors.comJohn@wealthguardadvisors.com
38%
First.Last@wealthguardadvisors.comJohn.Doe@wealthguardadvisors.com
12%
Last@wealthguardadvisors.comDoe@wealthguardadvisors.com
13%
First@wealthguardadvisors.comJohn@wealthguardadvisors.com
37%

Frequently Asked Questions

What is WealthGuard Advisors (WGA)'s phone number?

Minus sign iconPlus sign icon You can contact WealthGuard Advisors (WGA)'s main corporate office by phone at
+1-530-621-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is WealthGuard Advisors (WGA)'s official website and social media links?

Minus sign iconPlus sign iconWealthGuard Advisors (WGA)'s official website is wealthguardadvisors.com and has social profiles on LinkedIn.

What is WealthGuard Advisors (WGA)'s SIC code NAICS code?

Minus sign iconPlus sign iconWealthGuard Advisors (WGA)'s SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does WealthGuard Advisors (WGA) have currently?

Minus sign iconPlus sign iconAs of January 2026, WealthGuard Advisors (WGA) has approximately 6 employees across 2 continents, including North AmericaEurope. Key team members include Office Manager: A. A.. Explore WealthGuard Advisors (WGA)'s employee directory with LeadIQ.

What industry does WealthGuard Advisors (WGA) belong to?

Minus sign iconPlus sign iconWealthGuard Advisors (WGA) operates in the Investment Management industry.

What technology does WealthGuard Advisors (WGA) use?

Minus sign iconPlus sign iconWealthGuard Advisors (WGA)'s tech stack includes JSON-LDPriority HintsQuantcastHTTP/3Elementor Header & Footer BuilderAstraOpenRestyjQuery Validation Plugin.

What is WealthGuard Advisors (WGA)'s email format?

Minus sign iconPlus sign iconWealthGuard Advisors (WGA)'s email format typically follows the pattern of First@wealthguardadvisors.com. Find more WealthGuard Advisors (WGA) email formats with LeadIQ.

WealthGuard Advisors (WGA)

Investment ManagementCalifornia, United States2-10 Employees

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.


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Section iconCompany Overview

Phone number
+1-530-621-****
Website
wealthguardadvisors.com
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    WealthGuard Advisors (WGA)'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    WealthGuard Advisors (WGA)'s revenue is estimated to be in the range of $10M$25M

Company Leadership

  • Stylized image of a person
    A. A.
    Office Manager
    Phone icon
    Mobile Phone

Employee Directory

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