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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Wealth Management Inc
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| CRD # | 154159 |
| SEC # | 801-113791 |
| CIK # | 0001910205 |
| AUM | $249.6 M (2025-02-27) |
| Employees | 5 (80% Investors, 40% Brokers) |
| Phone | 309-692-1460 |
| Address | 311 SW Water Street Peoria, IL 61602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910205 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sterling Construction Co Inc | 11.7 | ||
| Autozone Inc | 7.3 | ||
| Arista Networks Inc | 7.0 | ||
| Apollo Global Management Inc | 6.2 | ||
| Nelnet Inc | 5.8 | ||
| Lilly Eli & Co | 5.5 | ||
| AbbVie Inc | 5.5 | ||
| Sitio Royalties Corp | 5.0 | ||
| Universal Technical Institute Inc | 4.8 | ||
| SS&C Technologies Holdings Inc | 4.6 | ||
| Occidental Petroleum Corp /DE/ | 4.4 | ||
| KKR & Co LP | 4.2 | ||
| Brookfield Asset Management Inc | 3.8 | ||
| Abbott Laboratories | 3.8 | ||
| Waste Management Inc | 3.4 | ||
| Nice Systems Ltd | 3.1 | ||
| LKQ Corp | 3.0 | ||
| Patriot Transportation Holding Inc | 3.0 | ||
| Acuity Brands Inc | 2.8 | ||
| Conocophillips | 2.8 | ||
| National Presto Industries Inc | 2.6 | ||
| Procter & Gamble Co | 2.6 | ||
| Texas Instruments Inc | 2.5 | ||
| P10 Inc | 2.5 | ||
| Mastercard Inc | 2.4 | ||
| Omnicom Group Inc | 2.2 | ||
| Amcor PLC | 2.1 | ||
| PepsiCo Inc | 2.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 25.5 |
| (b) Individuals (high net worth individuals) | 53 | 115.9 |
| (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 | 5 | 60.7 |
| (h) Charitable organizations | 19 | 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 | 16 | 45.8 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 249.6 |
| By Discretionary | ||
| Discretionary | 362 | 181.7 |
| Non-Discretionary | 26 | 67.9 |
| Total | 388 | 249.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.6 | |
| Total | 388 | 249.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910205] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wynn Capital LLC
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|
GA | 0.3 |
|
Breakwater Investment Management LLC
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|
WA | 0.3 |
|
Arroyo Investment Group LLC
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|
CA | 0.3 |
|
Dudley Capital Management LLC
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|
VA | 0.3 |
|
Swiss USAdvisors Ltd
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|
0.2 | |
|
The Fauser Group LLC
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|
WA | 0.2 |
|
Missionpoint Partners LLC
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|
0.2 | |
|
Spraker West Wealth Management Inc
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|
FL | 0.2 |
|
Wells Financial Advisors Inc
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|
MA | 0.2 |
|
MFA Wealth Services
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|
CA | 0.2 |