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GUARDIAN WEALTH MANAGEMENT

GUARDIAN WEALTH MANAGEMENT, LLC

CRD 146923 · SEC 801-125769

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299 SOUTH MAIN STREET, SUITE 1300, SALT LAKE CITY, UT, 84111, United States

Phone

385-355-4455

Fax

801-410-5574

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$174.8M

Discretionary AUM

$174.8M

Team

3 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals87$26.6M
High net worth individuals44$148.2M

States served

UT

All web addresses on file

Official SEC filing: View on IAPD