Guardian Wealth Management Inc.
● SEC registered since 2018CRD 154159SEC# 801-113791Peoria, IL
Reg. AUM
$289.1M
Employees
5
Accounts
429
Location
Peoria, IL
Guardian Wealth Management Inc. assets under management
Guardian Wealth Management Inc. is a registered investment adviser overseen by the SEC based in Peoria, IL. The firm has been registered since 2018. It reports $289.1 million in regulatory assets under management and employs 5 people.
Guardian Wealth Management Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Robert Kirby Control | President, Ceo And Cco | Over 75% | 2021 |
| Kyle Robert Gilmore Control | Chief Investment Officer | 25-50% | 2023 |
Frequently asked questions
How much does Guardian Wealth Management Inc. manage?
Guardian Wealth Management Inc. reports $289.1 million in regulatory assets under management on its Form ADV.
How many employees does Guardian Wealth Management Inc. have?
Guardian Wealth Management Inc. reports 5 employees.
Where is Guardian Wealth Management Inc. located?
Guardian Wealth Management Inc. is based in Peoria, IL and has been SEC-registered since 2018.
Does Guardian Wealth Management Inc. disclose fund performance?
Guardian Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 311 SW Water Street, Suite 210, Peoria, IL 61602 |
| Phone | 309-692-1460 |
| Fax | 309-692-6478 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$289.1M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$289.1Mregulatory AUM
Discretionary $213MNon-discretionary $76M