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GUARDIAN WEALTH MANAGEMENT INC.
CRD 154159 · SEC 801-113791
311 SW WATER STREET, SUITE 210, PEORIA, IL, 61602, United States
Phone
309-692-1460
Fax
309-692-6478
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.1M
Discretionary AUM
$213.0M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $25.4M |
| High net worth individuals | 58 | $144.4M |
| Pension/profit sharing plans | 6 | $71.3M |
| Charitable organizations | 24 | $1.7M |
| Corporations/business entities | 15 | $46.4M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD