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GUARDIAN WEALTH MANAGEMENT, LLC
CRD 118668 · SEC 801-61330
6151 SHALLOWFORD ROAD, SUITE 102, CHATTANOOGA, TN, 37421-7803, United States
Phone
423-510-0409
Fax
423-510-0868
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$411.1M
Discretionary AUM
$406.0M
Team
11 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 226 | $60.5M |
| High net worth individuals | 122 | $347.5M |
States served
AL, GA, SC, TN, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD