| Name | Title | Ownership | Since |
|---|---|---|---|
| Gwm Holdings, Inc Control | Owner | 50-75% | 2025 |
| James Lamar Motte Control | Chief Compliance Officer | Under 5% | 2023 |
| Mauldin & Jenkins, LLC Control | Owner | 50-75% | 2025 |
Guardian Wealth Management, LLC reports $343.1 million in regulatory assets under management on its Form ADV.
Guardian Wealth Management, LLC reports 10 employees.
Guardian Wealth Management, LLC is based in Chattanooga, TN and has been SEC-registered since 2002.
Guardian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6151 Shallowford Road, Suite 102, Chattanooga, TN 37421-7803 |
| Phone | 423-510-0409 |
| Fax | 423-510-0868 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $340.4M |
| Non-discretionary | $2.7M |
| Total (RAUM) | $343.1M |