GUARDIAN WEALTH MANAGEMENT, LLC
CRD #118668 SEC #801-61330 CHATTANOOGA, TN 423-510-0409
SEC Registered
Total AUM
$343.1M
Discretionary
$340.4M
Employees
10
Clients
10
Accounts
1,152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $343.1M | $340.4M | $2.7M | 10 | 0 |
| Feb 2025 | $343.1M | $340.4M | $2.7M | 10 | 0 |
| Feb 2024 | $320.9M | $318.5M | $2.4M | 10 | 0 |
| Feb 2024 | $322.2M | $319.7M | $2.4M | 10 | 0 |
| Apr 2023 | $306.6M | $306.3M | $275.2K | 11 | 0 |
| Mar 2023 | $306.6M | $306.3M | $275.2K | 11 | 0 |
| Mar 2023 | $306.6M | $306.3M | $275.2K | 11 | 0 |
| Oct 2022 | $344.1M | $343.4M | $710K | 9 | 0 |
| Sep 2022 | $344.1M | $343.4M | $710K | 9 | 0 |
| Aug 2022 | $344.1M | $343.4M | $710K | 9 | 0 |
| Aug 2022 | $344.1M | $343.4M | $710K | 9 | 0 |
| Apr 2022 | $344.1M | $343.4M | $710K | 9 | 0 |
| Mar 2022 | $344.1M | $343.4M | $710K | 9 | 0 |
| Mar 2021 | $289M | $288.7M | $227.3K | 10 | 0 |
| Jul 2020 | $268.4M | $267.7M | $718.5K | 8 | 0 |
| Jun 2020 | $268.4M | $267.7M | $718.5K | 8 | 0 |
| Feb 2020 | $268.4M | $267.7M | $718.5K | 8 | 0 |
| Feb 2019 | $226.5M | $226.5M | $0 | 8 | 1 |
| Feb 2019 | $226.5M | $226.5M | $0 | 8 | 1 |
| Mar 2018 | $251M | $251M | $0 | 9 | 0 |
| Mar 2018 | $251M | $251M | $0 | 9 | 0 |
| Sep 2017 | $229.8M | $229.8M | $0 | 8 | 276 |
| Mar 2017 | $229.8M | $229.8M | $0 | 8 | 276 |
| Nov 2016 | $197.7M | $197.7M | $0 | 8 | 281 |
| May 2016 | $197.7M | $197.7M | $0 | 8 | 281 |
| Apr 2016 | $197.7M | $197.7M | $0 | 7 | 281 |
| Mar 2016 | $197.7M | $197.7M | $0 | 7 | 296 |
| Sep 2015 | $202.8M | $202.8M | $0 | 7 | 296 |
| Apr 2015 | $202.8M | $202.8M | $0 | 8 | 296 |
| Mar 2015 | $202.8M | $202.8M | $0 | 8 | 296 |
| Nov 2014 | $199.1M | $199.1M | $0 | 8 | 286 |
| Sep 2014 | $199.1M | $199.1M | $0 | 8 | 286 |
| May 2014 | $199.1M | $199.1M | $0 | 8 | 286 |
| Mar 2014 | $199.1M | $199.1M | $0 | 8 | 286 |
| Mar 2014 | $199.1M | $199.1M | $0 | 8 | 286 |
| Oct 2013 | $167.5M | $167.5M | $0 | 7 | 200 |
| Mar 2013 | $167.5M | $167.5M | $0 | 7 | 200 |
| Feb 2013 | $167.5M | $167.5M | $0 | 7 | 200 |
| Feb 2012 | $145.9M | $145.9M | $0 | 6 | 200 |
| Nov 2011 | $148.8M | $148.8M | $0 | 6 | 251 |
| Jan 2011 | $148.8M | $148.8M | $0 | 10 | -- |
| Apr 2010 | $134.5M | $134.5M | $0 | 10 | -- |
| Mar 2007 | $132.6M | $132.6M | $0 | 10 | -- |
| Mar 2004 | $54.5M | $54.5M | $0 | 5 | -- |
DateMay 2025
Total AUM$343.1M
Discretionary$340.4M
Non-Disc.$2.7M
Employees10
Clients0
DateFeb 2025
Total AUM$343.1M
Discretionary$340.4M
Non-Disc.$2.7M
Employees10
Clients0
DateFeb 2024
Total AUM$320.9M
Discretionary$318.5M
Non-Disc.$2.4M
Employees10
Clients0
DateFeb 2024
Total AUM$322.2M
Discretionary$319.7M
Non-Disc.$2.4M
Employees10
Clients0
DateApr 2023
Total AUM$306.6M
Discretionary$306.3M
Non-Disc.$275.2K
Employees11
Clients0
DateMar 2023
Total AUM$306.6M
Discretionary$306.3M
Non-Disc.$275.2K
Employees11
Clients0
DateMar 2023
Total AUM$306.6M
Discretionary$306.3M
Non-Disc.$275.2K
Employees11
Clients0
DateOct 2022
Total AUM$344.1M
Discretionary$343.4M
Non-Disc.$710K
Employees9
Clients0
DateSep 2022
Total AUM$344.1M
Discretionary$343.4M
Non-Disc.$710K
Employees9
Clients0
DateAug 2022
Total AUM$344.1M
Discretionary$343.4M
Non-Disc.$710K
Employees9
Clients0
DateAug 2022
Total AUM$344.1M
Discretionary$343.4M
Non-Disc.$710K
Employees9
Clients0
DateApr 2022
Total AUM$344.1M
Discretionary$343.4M
Non-Disc.$710K
Employees9
Clients0
DateMar 2022
Total AUM$344.1M
Discretionary$343.4M
Non-Disc.$710K
Employees9
Clients0
DateMar 2021
Total AUM$289M
Discretionary$288.7M
Non-Disc.$227.3K
Employees10
Clients0
DateJul 2020
Total AUM$268.4M
Discretionary$267.7M
Non-Disc.$718.5K
Employees8
Clients0
DateJun 2020
Total AUM$268.4M
Discretionary$267.7M
Non-Disc.$718.5K
Employees8
Clients0
DateFeb 2020
Total AUM$268.4M
Discretionary$267.7M
Non-Disc.$718.5K
Employees8
Clients0
DateFeb 2019
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees8
Clients1
DateFeb 2019
Total AUM$226.5M
Discretionary$226.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2018
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$251M
Discretionary$251M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees8
Clients276
DateMar 2017
Total AUM$229.8M
Discretionary$229.8M
Non-Disc.$0
Employees8
Clients276
DateNov 2016
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees8
Clients281
DateMay 2016
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees8
Clients281
DateApr 2016
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees7
Clients281
DateMar 2016
Total AUM$197.7M
Discretionary$197.7M
Non-Disc.$0
Employees7
Clients296
DateSep 2015
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees7
Clients296
DateApr 2015
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees8
Clients296
DateMar 2015
Total AUM$202.8M
Discretionary$202.8M
Non-Disc.$0
Employees8
Clients296
DateNov 2014
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees8
Clients286
DateSep 2014
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees8
Clients286
DateMay 2014
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees8
Clients286
DateMar 2014
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees8
Clients286
DateMar 2014
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees8
Clients286
DateOct 2013
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees7
Clients200
DateMar 2013
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees7
Clients200
DateFeb 2013
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees7
Clients200
DateFeb 2012
Total AUM$145.9M
Discretionary$145.9M
Non-Disc.$0
Employees6
Clients200
DateNov 2011
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees6
Clients251
DateJan 2011
Total AUM$148.8M
Discretionary$148.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees5
Clients--