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| Guardian Wealth Management Inc
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| CRD # | 154159 |
| SEC # | 801-113791 |
| CIK # | 0001910205, 0002095373 |
| AUM | 289.1 M (2026-05-19) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 309-692-1460 |
| Address | 311 SW Water Street Peoria, IL 61602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Arista Networks Inc | 11.6 | ||
| Lilly Eli & Co | 9.4 | ||
| Sterling Construction Co Inc | 8.4 | ||
| ASML Holding NV | 7.8 | ||
| AbbVie Inc | 7.3 | ||
| Nelnet Inc | 7.1 | ||
| Caterpillar Inc | 7.0 | ||
| Autozone Inc | 6.9 | ||
| Universal Technical Institute Inc | 6.1 | ||
| Viper Energy Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 25.4 |
| (b) Individuals (high net worth individuals) | 58 | 144.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 71.3 |
| (h) Charitable organizations | 24 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 46.4 |
| (n) Other | 0 | 0.0 |
| Total | 429 | 289.1 |
| By Discretionary | ||
| Discretionary | 397 | 213.0 |
| Non-Discretionary | 32 | 76.0 |
| Total | 429 | 289.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.1 | |
| Total | 429 | 289.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910205] | |
| 13F-HR | [0002095373] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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✚
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