GUARDIAN WEALTH MANAGEMENT INC.
CRD #154159 SEC #801-113791 PEORIA, IL 309-692-1460
SEC Registered
Total AUM
$249.6M
Discretionary
$181.7M
Employees
5
Clients
0
Accounts
388
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $249.6M | $181.7M | $67.9M | 5 | 0 |
| Feb 2025 | $249.6M | $181.7M | $67.9M | 5 | 0 |
| Feb 2025 | $249.6M | $181.7M | $67.9M | 5 | 0 |
| Mar 2024 | $201.1M | $142.2M | $58.9M | 5 | 0 |
| Mar 2023 | $189.1M | $131.4M | $57.6M | 4 | 0 |
| Sep 2022 | $194.4M | $136.7M | $57.6M | 4 | 153 |
| Mar 2022 | $194.4M | $136.7M | $57.6M | 4 | 153 |
| Apr 2021 | $156.4M | $106.1M | $50.3M | 4 | 127 |
| Feb 2021 | $137.4M | $0 | $137.4M | 3 | 125 |
| Jul 2020 | $137.4M | $0 | $137.4M | 3 | 125 |
| Apr 2020 | $137.4M | $0 | $137.4M | 3 | 125 |
| Mar 2019 | $129M | $0 | $129M | 3 | 125 |
| Jul 2018 | $137.5M | $0 | $137.5M | 3 | 115 |
| Apr 2012 | $57.6M | $0 | $57.6M | 1 | 26 |
| Mar 2012 | $57.6M | $0 | $57.6M | 1 | 26 |
| Jun 2011 | $40.8M | $0 | $40.8M | 5 | -- |
| Jun 2011 | $40.8M | $0 | $40.8M | 5 | -- |
| Mar 2011 | $40.8M | $0 | $40.8M | 5 | -- |
| Feb 2011 | $40.8M | $0 | $40.8M | 5 | -- |
| Jan 2011 | $40.8M | $0 | $40.8M | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$249.6M
Discretionary$181.7M
Non-Disc.$67.9M
Employees5
Clients0
DateFeb 2025
Total AUM$249.6M
Discretionary$181.7M
Non-Disc.$67.9M
Employees5
Clients0
DateFeb 2025
Total AUM$249.6M
Discretionary$181.7M
Non-Disc.$67.9M
Employees5
Clients0
DateMar 2024
Total AUM$201.1M
Discretionary$142.2M
Non-Disc.$58.9M
Employees5
Clients0
DateMar 2023
Total AUM$189.1M
Discretionary$131.4M
Non-Disc.$57.6M
Employees4
Clients0
DateSep 2022
Total AUM$194.4M
Discretionary$136.7M
Non-Disc.$57.6M
Employees4
Clients153
DateMar 2022
Total AUM$194.4M
Discretionary$136.7M
Non-Disc.$57.6M
Employees4
Clients153
DateApr 2021
Total AUM$156.4M
Discretionary$106.1M
Non-Disc.$50.3M
Employees4
Clients127
DateFeb 2021
Total AUM$137.4M
Discretionary$0
Non-Disc.$137.4M
Employees3
Clients125
DateJul 2020
Total AUM$137.4M
Discretionary$0
Non-Disc.$137.4M
Employees3
Clients125
DateApr 2020
Total AUM$137.4M
Discretionary$0
Non-Disc.$137.4M
Employees3
Clients125
DateMar 2019
Total AUM$129M
Discretionary$0
Non-Disc.$129M
Employees3
Clients125
DateJul 2018
Total AUM$137.5M
Discretionary$0
Non-Disc.$137.5M
Employees3
Clients115
DateApr 2012
Total AUM$57.6M
Discretionary$0
Non-Disc.$57.6M
Employees1
Clients26
DateMar 2012
Total AUM$57.6M
Discretionary$0
Non-Disc.$57.6M
Employees1
Clients26
DateJun 2011
Total AUM$40.8M
Discretionary$0
Non-Disc.$40.8M
Employees5
Clients--
DateJun 2011
Total AUM$40.8M
Discretionary$0
Non-Disc.$40.8M
Employees5
Clients--
DateMar 2011
Total AUM$40.8M
Discretionary$0
Non-Disc.$40.8M
Employees5
Clients--
DateFeb 2011
Total AUM$40.8M
Discretionary$0
Non-Disc.$40.8M
Employees5
Clients--
DateJan 2011
Total AUM$40.8M
Discretionary$0
Non-Disc.$40.8M
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--