Guardian Wealth Management
Guardian Wealth Management (CRD# 146923) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $133,926,038 in 248 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management134MILLION
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Total Number of Accounts248ACCOUNTS
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Average Account Value$540,024
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Guardian Wealth Management
1
Brian Barton (CRD# 2429506) is an Investment Advisor Representative working at Guardian Wealth Management in Salt Lake City, UT and has over 30 years of experience in the finance industry.
2
Earl Berg (CRD# 2088127) is an Investment Advisor Representative working at Guardian Wealth Management in Salt Lake City, UT and has over 33 years of experience in the finance industry.
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