SALT LAKE CITY, UTCRD 146923Latest ADV March 6, 2026
Guardian Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 6, 2026, reports $175M in regulatory assets under management, 3 employees, and 297 accounts.
Assets Under Management
$175M
Employees
3
Offices
--
Total Clients
131
Primary office
SALT LAKE CITY, UT
299 SOUTH MAIN STREET, SUITE 1300, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.4% of total clients.
Top client categories% of clientsClients
1
Individuals
66.4%
87
2
HNWI
33.6%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 6, 2026
Discretionary100.0%
$175M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$175M
Total Accounts297
10Y AUM Change+$55M (+45.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change0 (0.0%)
* 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.