Guardian Wealth Management (GWM) is a Registered Investment Advisor (RIA) wealth management firm based out of Peoria, IL dedicated to serving the needs of mass affluent and high net worth individuals and retirement plans. GWM manages over $100M in assets with the goal of helping clients see and manage their entire financial future by connecting the dots between financial planning, tax planning, investment management, and estate planning. To this end, Guardian directly manages portfolios for clients and works closely with client tax and legal advisors.
View Top Employees from Guardian Wealth Management| Website | http://gwmanagers.com/ |
| Revenue | $440000 |
| Employees | 6 (5 on RocketReach) |
| Address | 311 SW Water St # 210, Peoria, Illinois 61602, US |
| Phone | (309) 692-1460 |
| Fax | (309) 692-6478 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Venture Capital & Private Equity, Finance |
| SIC | SIC Code 73 Companies, SIC Code 738 Companies |
| NAICS | NAICS Code 541 Companies, NAICS Code 54199 Companies, NAICS Code 5419 Companies, NAICS Code 54 Companies |
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Guardian Wealth Management Questions
The Guardian Wealth Management annual revenue was $440000 in 2024.
Kyle Gilmore is the Chief Investment Officer of Guardian Wealth Management.
5 people are employed at Guardian Wealth Management.
Guardian Wealth Management is based in Peoria, Illinois.
The NAICS codes for Guardian Wealth Management are [541, 54199, 5419, 54].
The SIC codes for Guardian Wealth Management are [73, 738].
Top Guardian Wealth Management Employees
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22
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11
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