Guardian Wealth Management, LLC
Firm details
- Headquarters
- Chattanooga, Tennessee
- CRD number
- 118668
- Registered since
- July 19, 2002
- Website
- guardianwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.53%
- Individuals14.71%
- Pension & Profit Sharing Plans0.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Guardian Wealth Management, LLC is an independent registered investment adviser organized as an LLC and in operation since 2002. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its client fee model includes percentage-of-AUM billing supplemented by hourly and fixed fees. Guardian does not position itself as a capital allocator, does not describe itself as an ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Non-Exchange Traded Equities18%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
James Motte
Chief Compliance OfficerCRD 4931527
Contacts
3 of 5
Donald Vanlandingham
Co-Founder and OwnerCRD 4508518
Daryl Crow
Financial PlannerCRD 7238142
Laura Reid
Financial PlannerCRD 7637368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$354M in ETFs
8%
$29.7M
92%
$324M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $45.3M | 824,333 | 12.81% |
Location
Chattanooga, TN
Hamilton
Location
Chattanooga, TN
Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- Hamilton
- Address
- 736 Market St
- Time zone
- CT (UTC-6)
- Office locations
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