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Building 2GUARDIAN WEALTH MANAGEMENT, LLC

Map pinCHATTANOOGA, TN
Phone423-510-0409
NotebookSEC #801-61330
Total AUM
$411.1M
Employees
11
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6151 SHALLOWFORD ROAD
SUITE 102
CHATTANOOGA
TN 37421-7803
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
423-510-0409
Other Offices
1

ReceiptFinancials

Total AUM
$411.1M
Accounts
1,213
Discretionary
$406M
Accounts
1,161
Non-Discretionary
$5.1M
Accounts
52

ContactClients

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Individual Clients
226
AUM
$60.5M
HNW Individual Clients
122
AUM
$347.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGAMONHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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