GUARDIAN WEALTH MANAGEMENT
SEC RegisteredYOUR WEALTH. GUARDED.
About the firm
Guardian Wealth Management offers comprehensive financial advice, tailor-made investment management, and exceptional white-glove service. Each advisor exclusively partners with just 30 select families at a time, creating bespoke portfolios from scratch with no pre-built models. The firm aims to reintroduce a personal touch to an industry that has grown increasingly impersonal.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, and investment management, including tax-conscious and cost-aware custom investment portfolios built without pre-built models.
Who they serve
Busy professionals, families, and those approaching or in retirement who seek personalized, boutique wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $27M |
| High Net Worth Individuals | 44 | $148M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $1,000,000 | 0.90% |
| $1,000,000 or more | 0.75% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GUARDIAN WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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