GUARDIAN WEALTH MANAGEMENT, LLC
CRD #129616 SEC #801-68471 HOUSTON, TX 713-439-0610
SEC Registered
Total AUM
$51.5M
Discretionary
$1.5M
Employees
5
Clients
10
Accounts
20
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 11, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SUMMERS, JERROD, R | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 11, 2007 REGISTERED
Notice Filings (1)
TX
Address
5177 RICHMOND AVENUE, SUITE 130HOUSTON, TX 77056
USA
Phone: 713-439-0610