|
⚲
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| Guardian Wealth Management Inc
✚
| |
|---|---|
| CRD # | 118668 |
| SEC # | 801-61330 |
| CIK # | 0001910205 |
| AUM | $201.1 MM (2024-03-25) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 423-510-0409 |
| Address | 6151 Shallowford Road Chattanooga, TN 37421-7803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ANET | 29,365.2 | 9.2 | |
| LLY | 301,789.7 | 7.3 | |
| AZO | 41,417.6 | 5.5 | |
| STRL | 677.0 | 5.3 | |
| APO | 29,452.5 | 4.8 | |
| ABBV | 269,466.6 | 4.7 | |
| NNI | 3,189.9 | 4.7 | |
| ESGR | 3,790.9 | 4.6 | |
| STR | 290.1 | 4.3 | |
| KKR | 28,777.0 | 3.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 66.7 |
| (b) Individuals (high net worth individuals) | 94 | 250.2 |
| (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 | 0 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,083 | 320.9 |
| By Discretionary | ||
| Discretionary | 1,063 | 318.5 |
| Non-Discretionary | 20 | 2.4 |
| Total | 1,083 | 320.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 319.1 | |
| Total | 1,083 | 320.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910205] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ridge Creek Global Inc
✚
|
OH | 0.2 |
|
Legal Advantage Investments Inc
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CA | 0.2 |
|
Pillar Wealth Management LLC
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FL | 0.2 |
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Garland Capital Management Inc
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WA | 0.2 |
|
Red Spruce Capital LLC
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PA | 0.2 |
|
Wynn Capital LLC
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GA | 0.2 |
|
Model Wealth Inc
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|
IL | 0.2 |
|
Western Financial Corporation
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|
CA | 0.2 |
|
Robbins Financial Advisory Service Inc
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|
PA | 0.2 |
|
Ascension Asset Management LLC
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|
NY | 0.2 |