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
50 West Broadway, Suite 904, Salt Lake City, UT 84101
https://www.investgwm.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Guardian Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Brian Barton, financial advisor Salt Lake City UT
Brian E. Barton
CRD#: 2429506
50 West Broadway, Suite 904, Salt Lake City, UT 84101

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, financial advisor Salt Lake City UT
Earl T. Berg
CRD#: 2088127
50 West Broadway, Suite 904, Salt Lake City, UT 84101

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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