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| Guardian Wealth Management LLC
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| CRD # | 146923 |
| SEC # | 801-125769 |
| CIK # | 0001910205, 0002095373 |
| AUM | 174.8 M (2026-03-06) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 385-355-4455 |
| Address | 299 South Main Street Salt Lake City, UT 84111 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [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 | 26.6 |
| (b) Individuals (high net worth individuals) | 44 | 148.2 |
| (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 | 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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 297 | 174.8 |
| By Discretionary | ||
| Discretionary | 297 | 174.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 297 | 174.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.8 | |
| Total | 297 | 174.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910205] | |
| 13F-HR | [0002095373] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WPA Family Office LLC
✚
|
TX | 175.2 M |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 175.2 M |
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JFA Advisors LLC
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SC | 175.0 M |
|
Power Asset Management LLC
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|
CA | 175.0 M |
|
TNT Asset Management LLC
✚
|
TX | 174.9 M |
|
Income & Asset Advisory Inc
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NY | 174.8 M |
|
Providence Legacy Advisors LLC
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|
174.8 M | |
|
Odlum Brown USA Investment Management Limited
✚
|
174.6 M | |
|
SJHL Financial Services LLC
✚
|
KS | 174.5 M |
|
Viaquest Advisors LLC
✚
|
TX | 174.4 M |