Guardian Wealth Management
Guardian Wealth Management is an SEC-registered wealth manager in Salt Lake City, UT with $174.8M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Guardian Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146923, SEC 801-125769, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $174.8M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Salt Lake City, UT
- Employees
- 3
- Clients
- 131
- CRD
- 146923
- Ownership
- BERG, STACY, SU; BERG, EARL, TODD; BARTON, BRIAN, ERIC; BERG, COLBY, TODD
How much AUM does Guardian Wealth Management have?
Guardian Wealth Management reported $174.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Guardian Wealth Management?
Disclosed owners and executives of Guardian Wealth Management include BERG, STACY, SU, BERG, EARL, TODD, BARTON, BRIAN, ERIC, BERG, COLBY, TODD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.