Guardian Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chattanooga, TN. Its latest Form ADV filing, dated March 3, 2026, reports $411M in regulatory assets under management, 11 employee, 1 office, and 1,213 accounts.
Assets Under Management
$411M
Employees
11
Offices
1 office
Total Clients
348
Primary office
CHATTANOOGA, TN
6151 SHALLOWFORD ROAD, SUITE 102, CHATTANOOGA, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.9% of total clients.
Top client categories% of clientsClients
1
Individuals
64.9%
226
2
HNWI
35.1%
122
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$411Mas of March 3, 2026
Discretionary98.8%
$406M
99% of total RAUM98.8%
Non-discretionary1.2%
$5M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$411M
Total Accounts1,213
10Y AUM Change+$181M (+78.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee32:1
10Y Employee Change+3 (+37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.