GUARDIAN WEALTH MANAGEMENT, LLC
Legal name: GUARDIAN WEALTH MANAGEMENT
CRD #146923 SEC #801-125769 SALT LAKE CITY, UT 385-355-4455
SEC Registered
Total AUM
$151.9M
Discretionary
$151.9M
Employees
3
Clients
1
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $151.9M | $151.9M | $0 | 3 | 0 |
| Mar 2025 | $151.9M | $151.9M | $0 | 3 | 0 |
| Mar 2024 | $133.9M | $133.9M | $0 | 3 | 0 |
| Mar 2023 | $106.6M | $106.6M | $0 | 3 | 0 |
| Jun 2022 | $120M | $120M | $0 | 3 | 0 |
| Apr 2022 | $120M | $120M | $0 | 3 | 0 |
| May 2012 | $63.3M | $63.3M | $0 | 1 | 26 |
| Mar 2012 | $63.3M | $63.3M | $0 | 1 | 26 |
| Feb 2012 | $65.4M | $65.4M | $0 | 1 | 26 |
| Jan 2012 | $65.4M | $65.4M | $0 | 1 | 26 |
| May 2011 | $65.4M | $65.4M | $0 | 5 | -- |
| Jan 2011 | $31.8M | $31.8M | $0 | 5 | -- |
| Oct 2010 | $31.8M | $31.8M | $0 | 5 | -- |
| May 2010 | $31.8M | $31.8M | $0 | 5 | -- |
| Jan 2010 | $31.8M | $31.8M | $0 | 5 | -- |
| Oct 2009 | $26.9M | $26.9M | $0 | 5 | -- |
| Oct 2009 | $26.9M | $26.9M | $0 | 5 | -- |
DateDec 2025
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$151.9M
Discretionary$151.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients0
DateApr 2022
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients0
DateMay 2012
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$65.4M
Discretionary$65.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$26.9M
Discretionary$26.9M
Non-Disc.$0
Employees5
Clients--