# Guardian Wealth Management

Guardian Wealth Management is a Bank / Wealth / Trust based in Peoria, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Peoria, United States
- **Region:** North America
- **Address:** Chattanooga, TN, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** gwmanagers.com
- **LinkedIn:** https://www.linkedin.com/company/guardianwealthslc

## Regulatory record

- **CRD number:** 154159
- **SEC file number:** 801-125769
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-19T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Founded in 1997, Guardian Wealth Management is a Tennessee-registered investment advisor headquartered in Chattanooga. The firm emerged during a period of consolidation among Southern wealth practices and has remained locally owned, serving a client base concentrated in the tri-state area of Tennessee, Georgia, and Alabama. Unlike multi-family offices that aggregate capital into institutional fund structures, Guardian operates as a traditional RIA, advising on separately managed accounts and individualized financial plans. The firm's strategy centers on portfolio construction for private clients, spanning equities, fixed income, and mutual fund allocations. It does not publicly disclose participation in direct private investments, co-investments, or alternative asset classes, which distinguishes it from family offices that deploy into venture, real estate, or private credit. The investment approach appears focused on liquid public markets and traditional asset allocation, though specific portfolio holdings or model strategies are not published. Geographic coverage remains concentrated in the Southeast, with no disclosed out-of-state offices or national distribution. Headcount and total assets under management are not publicly reported. The firm does not maintain active social media or publish thought leadership, and no adjacent vehicles — such as philanthropic foundations, real estate arms, or operating companies — are associated with the entity. In the absence of public team rosters, LinkedIn presence, or named principals in regulatory filings, the operational structure remains largely invisible to outside allocators and peer firms. Structurally, Guardian Wealth Management sits at the opposite end of the spectrum from institutional family offices — no club deals, no named CIO recruiting from an endowment model, and no disclosed co-investor relationships. Its architecture is that of a classic local RIA, which is itself the structural differentiator: the firm competes for high-net-worth relationships through personal advisory trust rather than institutional brand, fund vehicles, or proprietary deal flow.

## Questions

### Who runs investment decisions at Guardian Wealth Management?

Guardian has not publicly disclosed its investment committee structure, named portfolio managers, or chief investment officer. No regulatory filings have been found identifying principals or key decision-makers by name.

### What investment stages or asset classes does Guardian typically avoid?

The firm does not publish exclusionary policies. However, its RIA structure and absence from alternative investment databases suggest limited to no engagement with direct private equity, venture capital, hedge fund seeding, infrastructure, or private credit.

## Related profiles

- [Guardian Wealth Advisors](https://altss.com/profile/guardian-wealth-advisors)
- [GuardianWealth](https://altss.com/profile/guardianwealth)

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Updated: 2026-06-03T20:00:00.000Z

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