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Building 2GUARDIAN WEALTH MANAGEMENT

Map pinSALT LAKE CITY, UT
Phone385-355-4455
NotebookSEC #801-125769
Total AUM
$174.8M
Employees
3
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
299 SOUTH MAIN STREET
SUITE 1300
SALT LAKE CITY
UT 84111
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
385-355-4455

ReceiptFinancials

Total AUM
$174.8M
Accounts
297
Discretionary
$174.8M
Accounts
297
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
87
AUM
$26.6M
HNW Individual Clients
44
AUM
$148.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
UT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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