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GUARDIAN WEALTH MANAGEMENT INC.
CRD 154159File 801-113791
APPROVED
Retail clients
Custody
Filing as of May 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$289.1M
Below cohort median (national)
Discretionary AUM
$213.0M
Non-discretionary $76.0M
Clients
190
429 accounts
Employees
5
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 6, 2018
- Principal office
- 311 SW WATER STREET, SUITE 210, PEORIA, IL, 61602
- Phone
- 309-692-1460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.1M
- Discretionary AUM
- $213.0M
- Non-discretionary AUM
- $76.0M
- Discretionary accounts
- 397
- Non-discretionary accounts
- 32
- Total accounts
- 429
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $46.4M |
| Charitable organizations | 24 | $1.7M |
| High net worth individuals | 58 | $144.4M |
| Pension and profit sharing plans | 6 | $71.3M |
| Individuals (other than high net worth individuals) | 87 | $25.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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.