{"url":"https://nivawealth.com/firms/guardian-financial-partners-287652","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/287652","regulatoryAum":911901445,"crd":"287652","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5312518","suffix":null,"lastName":"BARTELS","firstName":"CASEY","middleName":"STEVEN"},{"crd":"1197656","suffix":null,"lastName":"Bodovitz","firstName":"John","middleName":"Felix"},{"crd":"1570982","suffix":null,"lastName":"GUINET","firstName":"PATRICK","middleName":"CLAUDE ROBERT"},{"crd":"3198068","suffix":null,"lastName":"HART","firstName":"PAULA","middleName":"JANE"},{"crd":"2857985","suffix":null,"lastName":"NGUYEN","firstName":"HUNG","middleName":"PHUC"},{"crd":"6900580","suffix":"Mrs.","lastName":"Novell","firstName":"Sharon","middleName":"Oberlander"},{"crd":"7901678","suffix":"Jr.","lastName":"Perez","firstName":"Norris","middleName":"Benedict"},{"crd":"2441332","suffix":null,"lastName":"Sepulveda","firstName":"Ilkay","middleName":null}],"total":8,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-29","regulatoryAum":682515000,"clients":271,"employees":6,"offices":1},{"filedOn":"2022-03-14","regulatoryAum":748717000,"clients":285,"employees":5,"offices":1},{"filedOn":"2023-02-20","regulatoryAum":675370269,"clients":311,"employees":4,"offices":1},{"filedOn":"2024-03-05","regulatoryAum":763688245,"clients":359,"employees":5,"offices":1},{"filedOn":"2025-02-12","regulatoryAum":835534646,"clients":396,"employees":5,"offices":1},{"filedOn":"2026-02-05","regulatoryAum":911901445,"clients":433,"employees":4,"offices":1}],"secFileNumber":"801-110423","legalName":"Guardian Financial Partners, LLC","displayName":"Guardian Financial Partners","slug":"guardian-financial-partners-287652","website":"https://guardianfinancialpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/287652/af10ce5e0fded4d1-r1.webp","tone":"light","width":1068,"height":200,"sourceUrl":"https://www.guardianfinancialpartners.com/","sourceLabel":"Guardian Financial Partners, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"retirement_plan_adviser","typeLabel":"Retirement plans","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/guardian-financial-partners/","founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"635 E. 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They include 246 high-net-worth individuals, 181 individual clients, and 6 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Guardian Financial Partners offer?","answer":"Guardian Financial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Guardian Financial Partners use?","answer":"Guardian Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $912M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Guardian Financial Partners have?","answer":"Guardian Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Guardian Financial Partners invest in?","answer":"At the end of its last fiscal year, Guardian Financial Partners’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 4% investment grade corporate bonds, 3% non-exchange-traded equities, 3% U.S. government and agency bonds, 3% cash and equivalents, 2% high-yield corporate bonds, 1% state and local bonds and 1% sovereign bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Guardian Financial Partners?","answer":"Guardian Financial Partners’ direct owners are Hung Nguyen, PT3GB, LLC, HMGL LLC, CK Financial LLC, Casey Bartels and Patrick Guinet, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Guardian Financial Partners get paid?","answer":"Guardian Financial Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Guardian Financial Partners?","answer":"Guardian Financial Partners’ main office is at 635 E. Chapman Ave., Orange, CA 92866. Its phone number is 949-771-2969. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}