Michael James Woomer
Investment adviser representative at Guardian Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$191.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Guardian Wealth Partners, LLCMar 2022 to now
- Guardian Life Insurance CompanyMar 2022 to now
- Park Avenue Investment Advisory, LLCMar 2022 to now
- Carnegie Investment CounselApr 2016 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Guardian Wealth Partners, LLC
$191.4MAssets managed
402Clients
16Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1993946
- Firm CRD
- 310203