Guardian Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Peoria, IL. Its latest Form ADV filing, dated February 11, 2026, reports $289M in regulatory assets under management, 5 employees, and 429 accounts.
Assets Under Management
$289M
Employees
5
Offices
--
Total Clients
190
Primary office
PEORIA, IL
311 SW WATER STREET, SUITE 210, PEORIA, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.8% of total clients.
Top client categories% of clientsClients
1
Individuals
45.8%
87
2
HNWI
30.5%
58
3
Charitable
12.6%
24
4
Corporations
7.9%
15
5
Pension Plans
3.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$289Mas of February 11, 2026
Discretionary73.7%
$213M
74% of total RAUM73.7%
Non-discretionary26.3%
$76M
26% of total RAUM26.3%
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.
Total AUM$289M
Total Accounts429
10Y AUM Change+$152M (+110.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee38:1
10Y Employee Change+2 (+66.7%)
* 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.