| 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 |
Guardian Wealth Management, LLC reports $151.9 million in regulatory assets under management on its Form ADV.
Guardian Wealth Management, LLC reports 3 employees.
Guardian Wealth Management, LLC is based in Salt Lake City, UT and has been SEC-registered since 2022.
Guardian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 West Broadway, Suite 904, Salt Lake City, UT 84101 |
| 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 |
| Discretionary | $151.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $151.9M |