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⚲
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| Guardian Wealth Management Inc
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|
|
|---|---|
| CRD # | 118668 |
| SEC # | 801-61330 |
| CIK # | 0001910205 |
| AUM | $306.6 MM (2023-03-29) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 423-510-0409 |
| Address | 6151 Shallowford Road Chattanooga, TN 37421-7803 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AZO | 41,417.6 | 4.4 | |
| ANET | 29,365.2 | 4.3 | |
| ABBV | 269,466.6 | 4.2 | |
| ESGR | 3,790.9 | 3.4 | |
| LKQ | 14,124.7 | 2.8 | |
| ABT | 187,298.3 | 2.6 | |
| PEP | 226,773.9 | 2.6 | |
| APO | 29,452.5 | 2.5 | |
| CHKP | 15,591.4 | 2.4 | |
| NNI | 3,189.9 | 2.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 54.4 |
| (b) Individuals (high net worth individuals) | 102 | 248.6 |
| (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 | 2.9 |
| (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 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,116 | 306.6 |
| By Discretionary | ||
| Discretionary | 1,101 | 306.3 |
| Non-Discretionary | 15 | 0.3 |
| Total | 1,116 | 306.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.6 | |
| Total | 1,116 | 306.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001910205] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Financial Solutions Group LLC
✚
|
CO | 0.3 |
|
Financial Freedom LLC
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|
OH | 0.3 |
|
Triton Wealth Management PLLC
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|
AZ | 0.3 |
|
Peterson Wealth Services Inc
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|
UT | 0.3 |
|
Legacy Financial Independent Advisors LLC
✚
|
KY | 0.3 |
|
Beaton Management Co Inc
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|
MA | 0.3 |
|
Accelerated Wealth Advisors LLC
✚
|
CO | 0.3 |
|
Wills Financial Group Inc
✚
|
VA | 0.3 |
|
Socha Financial Group LLC
✚
|
NY | 0.3 |
|
Lincoln Capital Corporation
✚
|
RI | 0.3 |