RIA Intel›Advisers›Utah›GUARDIAN WEALTH MANAGEMENT, LLC

GUARDIAN WEALTH MANAGEMENT, LLC

Advisory

N·SALT LAKE CITY, UT

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM
$175M
1-Year AUM Growth
+25.6%
3-Year CAGR
+8.0%
Employees
3
Assets Under Management
Total AUM$175M
Discretionary AUM$175M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients110
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingApr 14, 2008
Latest FilingMar 6, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 18+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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