Wardian Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wardian Wealth Management provides financial planning and consulting to individuals, high‑net‑worth clients, and business entities. Its engagements typically produce a written financial plan or one‑time/as‑needed consultations rather than implementing trades or managing client accounts.
The firm develops recommendations through interviews, questionnaires and fundamental analysis, covering topics such as investment planning, retirement, insurance, tax, education, portfolio review and asset allocation; written plans generally do not prescribe specific security purchases. Wardian Wealth Management does not maintain custody of client assets, does not provide ongoing investment monitoring or portfolio management, and does not accept percentage‑of‑assets‑under‑management or performance‑based fees.
A distinctive aspect of the firm is that the principal is separately licensed as an insurance agent and may receive commissions and other incentives for insurance and annuity sales, a relationship the brochure identifies as a potential conflict of interest. The firm also revised its business model in 2026 to discontinue use of third‑party managers and limit activities to planning and consulting, and it has contingency arrangements to transfer operational responsibility if the principal is incapacitated.
Client services
Expertise
Fee options
$250 per hour for financial planning and consulting services.
Fee-only: Financial planning and consulting services charged at $250 per hour.
Main office
1875 N. Lakewood Dr., Suite 102
Coeur D'Alene ID 83814
Advisors at this office
1
Most active in
Idaho
Also doing business as
Wardian Advisory Services · Wardian Advisory Services, LLC · Wardian Wealth Management · Wardian Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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