Overview
Assets Under Management: $343 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Frequently Asked Questions
GUARDIAN WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118668), GUARDIAN WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GUARDIAN WEALTH MANAGEMENT, LLC is headquartered in CHATTANOOGA, TN.
GUARDIAN WEALTH MANAGEMENT, LLC serves 106 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, GUARDIAN WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GUARDIAN WEALTH MANAGEMENT, LLC manages $343 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, GUARDIAN WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.07
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,152
Discretionary Accounts: 1,121
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 118668
Last Filing Date: 2025-02-12 00:00:00
Website: https://guardianwealth.com