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GUARDIAN WEALTH ADVISORS, LLC
SEC RegisteredRALEIGH, NChttps://valleypeakfinancial.com919-249-1810
Assets Under Management
$1B–$5B
Employees
50
Office Locations
11 offices
Total Accounts
5387
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/Municipal
Services
investment_managementfinancial_planningestate_planninginsurancecharitable_givingbusiness_planningsocial_security
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,649 | $436M |
| High Net Worth Individuals | 474 | $1.5B |
| Charitable Organizations | 104 | $754M |
0 total clients reported on Form ADV.
Leadership
Christian David Keedy
MANAGING PARTNER; CCO
Michael Jay Hensley
MANAGING PARTNER
Gregory Thompson Rhinehardt
PARTNER
Office locations
11 offices in 3 states
NC
RALEIGHHQ
NC
RALEIGH
MA
DANVERS
TN
JOHNSON CITY
NC
DURHAM
NC
RALEIGH
TN
JOHNSON CITY
Regulatory & compliance
CRD number
#305412
SEC Number
801-118121
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
valleypeakfinancial.comPhone
919-249-1810Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GUARDIAN WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.