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| Happy Holidays!! thanks for using AUM13F!! |
| Guardian Wealth Management LLC
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| CRD # | 118668 |
| SEC # | 801-61330 |
| CIK # | 0001910205 |
| AUM | $343.1 M (2025-05-15) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 423-510-0409 |
| Address | 6151 Shallowford Road Chattanooga, TN 37421-7803 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sterling Construction Co Inc | 11.7 | ||
| Autozone Inc | 7.3 | ||
| Arista Networks Inc | 7.0 | ||
| Apollo Global Management Inc | 6.2 | ||
| Nelnet Inc | 5.8 | ||
| Lilly Eli & Co | 5.5 | ||
| AbbVie Inc | 5.5 | ||
| Sitio Royalties Corp | 5.0 | ||
| Universal Technical Institute Inc | 4.8 | ||
| SS&C Technologies Holdings Inc | 4.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 60.9 |
| (b) Individuals (high net worth individuals) | 106 | 278.1 |
| (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 | 0.0 |
| (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 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,152 | 343.1 |
| By Discretionary | ||
| Discretionary | 1,121 | 340.4 |
| Non-Discretionary | 31 | 2.7 |
| Total | 1,152 | 343.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 341.9 | |
| Total | 1,152 | 343.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910205] |
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