# Guardian Wealth Management Inc.

> Guardian Wealth Management Inc. is an SEC-registered investment advisory firm in Peoria, IL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 19, 2026.

- CRD: 154159
- Filed as: GUARDIAN WEALTH MANAGEMENT INC.
- Also doing business as: GUARDIAN WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Peoria, IL
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154159
- AdvisorCensus page: https://advisorcensus.com/firm/guardian-wealth-management-inc-peoria-il-154159

## Quick answers

**How is Guardian Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Guardian Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Guardian Wealth Management Inc. charge?**
Its Form ADV Part 2A brochure dated May 19, 2026 states: Hourly rate: $150 to $250 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Guardian Wealth Management Inc. located?**
Guardian Wealth Management Inc.'s principal office is in Peoria, IL, according to its Form ADV.

**Is Guardian Wealth Management Inc. registered with the SEC or a state?**
Guardian Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 154159.

**How much does Guardian Wealth Management Inc. manage?**
Guardian Wealth Management Inc. reports $289,077,000 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (74% discretionary).

**How have Guardian Wealth Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Guardian Wealth Management Inc.: Regulatory assets under management: $156,362,160 in the October 2021 data and $289,077,000 in the October 2026 data, up 85%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Guardian Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (58); charitable organizations (24).

**Which custodians does Guardian Wealth Management Inc. use?**
Guardian Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Principal as custodians holding 10% or more of its separately managed account assets.

**Does Guardian Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154159

**Does Guardian Wealth Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated May 19, 2026 says: "Typically, Guardian requires a client to have $250,000 in investable assets under management."

**What changed in Guardian Wealth Management Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $249,600,241 to $289,077,000 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated May 19, 2026)

- Account minimum: $250,000

> Typically, Guardian requires a client to have $250,000 in investable assets under management.

- Hourly rate: $150 to $250 an hour

> Hourly fees range from $150 to $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Principal

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $289,077,000
- Discretionary: $213,029,000
- Non-discretionary: $76,048,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $25,357,000 |
| High net worth individuals | 58 | $144,420,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $71,267,000 |
| Charitable organizations | 24 | $1,663,000 |
| Corporations or other businesses not listed above | 15 | $46,370,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gwmanagers.com
- LinkedIn @guardian-wealth-managers

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $156,362,160 | 4 | April 1, 2021 |
| October 2022 | $194,353,502 | 4 | September 12, 2022 |
| October 2023 | $189,083,614 | 4 | March 14, 2023 |
| October 2024 | $201,090,865 | 5 | March 25, 2024 |
| October 2025 | $249,600,241 | 5 | February 27, 2025 |
| October 2026 | $289,077,000 | 5 | May 19, 2026 |

Regulatory assets under management: $156,362,160 in the October 2021 data and $289,077,000 in the October 2026 data, up 85%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $249,600,241 to $289,077,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guardian Wealth Management Inc. (CRD 154159): Form ADV filing data as of October 2026.