Wardian Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm provides financial planning and consulting to individuals, high‑net‑worth clients and business entities and refers clients needing asset management to third‑party money managers (including Madison Avenue Securities). It does not directly manage or custody client assets; third‑party managers assume ongoing monitoring and trading authority for managed accounts.
Advisory work is individualized through interviews and questionnaires, with planning and consulting engagements billed on an hourly basis rather than as a percentage of assets. Investment recommendations rely on fundamental analysis and the firm’s role is primarily to identify objectives and select external managers rather than to implement discretionary portfolio management itself.
Compared with many investment‑manager firms, the adviser is separately licensed as an insurance agent and may recommend insurance and annuity products for commission, and the firm receives referral/solicitor compensation from select third‑party managers that agree to pay it. The firm also documents business‑continuity and succession arrangements and limits its direct services to planning and adviser selection, which creates potential conflicts of interest that clients should evaluate.
Client services
Financial planning
Selection of other advisers
Consulting services not resulting in a financial plan
Consulting services not resulting in a financial plan
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
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
Main office location
Wardian Wealth Management, Inc.
1875 N. Lakewood Dr., Suite 102
Coeur D'alene ID 83814, United States
Number of offices
1
Most active in
Wardian Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Idaho
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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