Wardian Wealth Management
- Company typePrivate
- Founded-
- HeadquartersCoeur D'alene, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Wardian Wealth Management firmographics
Firmographics- Name
- Wardian Wealth Management
- Legal name
- Wardian Wealth Management, Inc.
- Website
- https://wardianwealth.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Where Wardian Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Coeur D'alene
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wardian Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Wardian Wealth Management operates as a Registered Investment Advisor (RIA) providing fee-based investment advisory and financial planning services. As a fiduciary firm, they provide advice in the client's best interest. Services include retirement planning, investment management, estate planning, risk management, and tax planning.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Advisory services quoted based on client needs and asset levels |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Wardian Wealth Management product offering
Product offeringCore offering
Wardian Wealth Management is an independent Registered Investment Advisor (RIA) firm that provides fee-based retirement income planning, investment management, and comprehensive financial planning services to individuals and families. Its offerings span seven core areas—pre-retirement planning, post-retirement planning, investment management, risk management/insurance, estate planning, tax planning, and continuing care planning—delivered under a fiduciary standard with no allegiance to any specific financial product provider.
Product overview
Wardian Wealth Management is an independent registered investment advisory firm offering a comprehensive suite of wealth management services organized around seven core service areas: Pre-Retirement Planning, Post-Retirement Planning, Investment Management, Risk Management (insurance), Estate Planning, Tax Planning, and Continuing Care Planning. These services are supported by an online platform featuring financial calculators, a glossary of over 200 financial terms, a tax resources center with IRS forms and publications, educational videos, and resource center articles covering topics across retirement, investments, estate planning, insurance, tax, and lifestyle finance.
Differentiator
Problem solved
Functional benefit
Products and services
- Pre-Retirement Planning Services Comprehensive retirement preparation services for individuals approaching retirement, including retirement feasibility analysis, pension planning, health and benefits planning, 401(k)/403(b)/457 rollover and deferral options, Roth IRA conversion analysis, retirement commencement package review, and annuity review and recommendations.
- Post-Retirement Planning Services Retirement income and distribution services for retirees, including income distribution strategies for lifetime income, Social Security benefit maximization, Required Minimum Distribution (RMD) planning, expense analysis with 'What If' illustrations, and ongoing review meetings.
- Investment Management Services Ongoing portfolio management services including asset allocation planning, portfolio design, performance analysis, fund management monitoring and oversight, and portfolio rebalancing and adjustments for individual investors.
- Risk Management Services Insurance and risk planning services including insurance needs analysis, Medicare and Medicare Supplement review, life insurance review, asset-based long-term care expense planning, long-term care insurance, and asset protection planning.
- Estate Planning Services Estate and inheritance planning services including inheritance planning, document review, charitable and heritage planning, estate tax minimization planning, estate settlement and transition assistance, and estate attorney referrals for wills and trusts.
- Tax Planning Services Tax planning services including beneficiary review, stretch IRA planning, tax-advantaged investing strategies, and minimizing taxes on Social Security benefits.
- Continuing Care Planning Services Long-term care and life-event planning services including assisted living options referral, long-term care planning, Medicaid planning, and personal injury lawsuit settlement income structuring.
Companies that use Wardian Wealth Management
Customer profileSegments2 records
Ideal customer profiles2 records
Wardian Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Wardian Wealth Management partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights3 records
Wardian Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Edward Jones: Large retail financial advisory firm with thousands of branch offices serving individual investors and pre-retirees with financial planning, investment, and retirement services. Comparable target segment and community-oriented service model to Wardian.
- Cambridge Investment Research: Independent broker-dealer and RIA support platform serving thousands of financial advisors with retirement and wealth planning practices. Comparable infrastructure for independent wealth management firms similar to Wardian.
- LPL Financial: Largest independent broker-dealer/RIA custodian in the U.S., supporting tens of thousands of independent financial advisors. Comparable as the underlying platform that independent RIAs of Wardian's profile leverage for custody, technology, and compliance support.
- Focus Financial Partners: Leading RIA rollup and partnership firm supporting a national network of independent wealth management firms. Relevant as a strategic acquirer/platform for independent RIAs of Wardian's scale looking to access scale, technology, and capital.
- Raymond James Financial Services: Major diversified financial services firm with a large independent advisor channel providing retirement and investment planning to individuals. Comparable as an established player offering fiduciary wealth management through independent advisors.
- Charles Schwab (Private Wealth & Advisor Services): Major brokerage and RIA custodian with Schwab Wealth Advisory and Schwab Private Client serving individual investors with retirement and wealth management. Comparable retail-facing fiduciary services, plus infrastructure relevance for independent RIAs.
- Cetera Financial Group: Large independent advisor services platform supporting thousands of financial professionals across RIAs and broker-dealer channels. Comparable as a hub for independent advisors offering retirement and wealth planning services to individuals.
Direct peers
- Edelman Financial Engines: National independent RIA specializing in retirement income planning, investment management, and financial planning for individuals. Directly comparable to Wardian in its retirement-focused planning approach and individual client base.
- Creative Planning: Large independent RIA offering holistic financial planning, investment management, and tax/estate planning to individuals and families. Comparable as a fee-based fiduciary firm serving pre-retiree and retiree segments with a comprehensive service stack similar to Wardian's model.
- Fisher Investments: Independent, fee-only investment advisory firm managing portfolios for individual investors and institutions. Comparable as a fiduciary RIA providing discretionary investment management to retail clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key highlights7 records
Customer concentration
Wardian Wealth Management compliance and trust
Trust signalCompliance2 records
Wardian Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wardian Wealth Management leadership team
Management profileNumber of profiles
Profiles2 records
Wardian Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wardian Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wardian Wealth Management
What does Wardian Wealth Management do?
Wardian Wealth Management is an independent Registered Investment Advisor (RIA) firm that provides fee-based retirement income planning, investment management, and comprehensive financial planning services to individuals and families. Its offerings span seven core areas—pre-retirement planning, post-retirement planning, investment management, risk management/insurance, estate planning, tax planning, and continuing care planning—delivered under a fiduciary standard with no allegiance to any specific financial product provider.
Is Wardian Wealth Management a public or private company?
Wardian Wealth Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Wardian Wealth Management founded?
Wardian Wealth Management was founded in -1. It employs 1 to 10 people.
Where is Wardian Wealth Management based?
Wardian Wealth Management is headquartered in Coeur D'alene, United States, in the North America region.
How does Wardian Wealth Management make money?
One revenue line is on record: investment Advisory Services.
Who are Wardian Wealth Management's main competitors?
Broad incumbents on record are Edward Jones, Cambridge Investment Research, LPL Financial, Focus Financial Partners, Raymond James Financial Services, Charles Schwab (Private Wealth & Advisor Services) and Cetera Financial Group. Direct peers are Edelman Financial Engines, Creative Planning and Fisher Investments.
Does Wardian Wealth Management have an API?
No public API is recorded for Wardian Wealth Management.