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GUARDIAN WEALTH MANAGEMENT, LLC
CRD 118668File 801-61330
APPROVED
Retail clients
Custody
Filing as of Jul 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$411.1M
Below cohort median (national)
Discretionary AUM
$406.0M
Non-discretionary $5.1M
Clients
348
1,213 accounts
Employees
11
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 19, 2002
- Principal office
- 736 MARKET STREET, SUITE 1320, CHATTANOOGA, TN, 37402
- Phone
- 423-510-0409
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $411.1M
- Discretionary AUM
- $406.0M
- Non-discretionary AUM
- $5.1M
- Discretionary accounts
- 1,161
- Non-discretionary accounts
- 52
- Total accounts
- 1,213
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 122 | $347.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.1M |
| Individuals (other than high net worth individuals) | 226 | $60.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.