Guardian Wealth Management, LLC
● SEC registered since 2022CRD 146923SEC# 801-125769Salt Lake City, UT
Reg. AUM
$174.8M
Employees
3
Accounts
297
Location
Salt Lake City, UT
Guardian Wealth Management, LLC assets under management
Guardian Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Salt Lake City, UT. The firm has been registered since 2022. It reports $174.8 million in regulatory assets under management and employs 3 people.
Guardian Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Eric Barton Control | Managing Member | 25-50% | 2010 |
| Colby Todd Berg | Member | 10-25% | 2022 |
| Earl Todd Berg Control | Managing Member/Chief Compliance Officer | 25-50% | 2008 |
Frequently asked questions
How much does Guardian Wealth Management, LLC manage?
Guardian Wealth Management, LLC reports $174.8 million in regulatory assets under management on its Form ADV.
How many employees does Guardian Wealth Management, LLC have?
Guardian Wealth Management, LLC reports 3 employees.
Where is Guardian Wealth Management, LLC located?
Guardian Wealth Management, LLC is based in Salt Lake City, UT and has been SEC-registered since 2022.
Does Guardian Wealth Management, LLC disclose fund performance?
Guardian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 299 South Main Street, Suite 1300, Salt Lake City, UT 84111 |
| Phone | 385-355-4455 |
| Fax | 801-410-5574 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$174.8M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$174.8Mregulatory AUM
Discretionary $174.8M