Advisor at Wardian Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wardian Wealth Management, Inc.
Location
Coeur D'alene, ID 83814
Credentials
Series 65
Industry experience
17 years
Patrick Wardian is the principal of Wardian Wealth Management, Inc. in Coeur D'Alene, ID, with 17 years of industry experience. He holds a Series 65 designation and previously worked at Madison Avenue Securities, Inc. from 2013 to 2018. Outside of his advisory role, he is involved in marketing a retirement resource center that provides referrals for retirement-related needs. Wardian Wealth Management provides financial planning and consulting to individuals, high-net-worth clients, and business entities, referring clients to third-party money managers who assume asset management responsibilities. The firm focuses on identifying client objectives and selecting external managers rather than managing portfolios directly.
Based on Wardian Wealth Management, Inc.
Based on Wardian Wealth Management, Inc.
Insurance products sold by investment adviser representative generate commissions; also, firm receives solicitor fees from third-party money managers
$250 per hour for financial planning and consulting services
Fee-only: Financial planning and consulting services charged at $250 per hour
1875 N. Lakewood Dr., Suite 102
Coeur D'alene, ID 83814
Idaho
Wardian Advisory Services, LLC
2018 - Present (8 years)
Madison Avenue Securities, Inc.
2013 - 2018 (5 years)
Wardian Wealth Management, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Coeur D'alene, ID
Momentum Wealth Strategies
Series 63, Series 65
Coeur D'alene, ID
Salmon Bay Wealth Management, LLC
Series 65
Coeur D'alene, ID
McLachlan Investment Services LLC
Series 65
Couer D'alene, ID
Crone Wealth Management, PLLC
Series 66
Hayden, ID
Pilot Wealth Strategies
Series 65
Post Falls, ID
Concinnus Financial, Inc
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")