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GUARDIAN WEALTH MANAGEMENT
50 West Broadway
Suite 904
Salt Lake City, Utah 84101
Tel: 385-355-4455
About GUARDIAN WEALTH MANAGEMENT
GUARDIAN WEALTH MANAGEMENT, formally registered with the SEC as GUARDIAN WEALTH MANAGEMENT. The firm was established in 05/31/2022. They have over 1 offices throughout the country.
GUARDIAN WEALTH MANAGEMENT is a Salt Lake City, Utah based Financial Planning firm with nearly $133,926,038 assets under management, offering retirement planning & investment advisory services to 248 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146923 |
| SEC# | 801-125769 |
| Assets Managed by Firm | $133,926,038 |
| No. of Clients | 248 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 248 | $133,926,038 |
| Individuals (other than high net worth individuals) | 67 | $18,978,084 |
| High net worth individuals | 21 | $104,950,846 |
| Charitable organizations | Fewer than 5 clients | $19,022 |
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