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Guardian Wealth Management Inc.

● SEC registered since 2018CRD 154159SEC# 801-113791Peoria, IL
Export (members)
Reg. AUM
$249.6M
Employees
5
Accounts
388
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 $249.6 million in regulatory assets under management and employs 5 people.
www.gwmanagers.comView on SEC.gov ↗

Guardian Wealth Management Inc. owners & executives

2 reported
NameTitleOwnershipSince
Joshua Robert Kirby ControlPresident, Ceo And CcoOver 75%2021
Kyle Robert Gilmore ControlChief Investment Officer10-25%2023

Frequently asked questions

How much does Guardian Wealth Management Inc. manage?

Guardian Wealth Management Inc. reports $249.6 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

Address311 SW Water Street, Suite 210, Peoria, IL 61602
Phone309-692-1460
Fax309-692-6478
Office hours8:30a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$181.7M
Non-discretionary$67.9M
Total (RAUM)$249.6M