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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) |
| Fees | |
| Minimum | |
| Phone | 309-692-1460 |
| Address | 311 SW Water Street Peoria, IL 61602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910205 0002095373 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Apollo Global Management Inc | 5.8 | ||
| Sprouts Farmers Market Inc | 5.5 | ||
| Occidental Petroleum Corp /DE/ | 5.2 | ||
| Pool Corp | 5.2 | ||
| Meta Financial Group Inc | 5.0 | ||
| SS&C Technologies Holdings Inc | 4.9 | ||
| LKQ Corp | 4.7 | ||
| Zoetis Inc | 4.6 | ||
| Acuity Brands Inc | 4.3 | ||
| Brookfield Asset Management Inc | 4.1 | ||
| Johnson & Johnson | 3.7 | ||
| Conocophillips | 3.5 | ||
| Waste Management Inc | 3.5 | ||
| P10 Inc | 3.0 | ||
| National Presto Industries Inc | 2.9 | ||
| KKR & Co LP | 2.6 | ||
| Procter & Gamble Co | 2.5 | ||
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| 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 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Avalon Advisory Group LLC
✚
|
PA | 290.3 M |
|
Full Financial Inc
✚
|
290.0 M | |
|
Legacy Wealth Management Group Inc
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VA | 289.8 M |
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Pomona Wealth Management LLC
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289.8 M | |
|
Orser Capital Management LLC
✚
|
TX | 289.8 M |
|
Hiley Hunt Wealth Management Inc
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|
NE | 289.6 M |
|
Grant Koehler & Levin Ltd
✚
|
289.4 M | |
|
Greenhouse Wealth Management LLC
✚
|
CT | 288.6 M |
|
Philip Vongontard CFA LLC
✚
|
MO | 288.5 M |
|
Valtrion Capital Management LLC
✚
|
TN | 287.3 M |