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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-03-2010
- Office Locations
- 1
Office Locations
About Guardian Wealth Management Inc.
Guardian Wealth Management is an independent Peoria, IL RIA providing holistic wealth management and financial planning, pairing portfolio management with estate, charitable, and insurance planning. The team proactively coordinates with clients’ tax advisors and attorneys to keep plans aligned. Investment implementation leans heavily on ETFs and mutual funds, with fixed income where appropriate, custodying with Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
JOSHUA ROBERT KIRBY
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6969741
- Ownership
- 75% or more
KYLE ROBERT GILMORE
Chief Investment Officer
- CRD
- #7664349
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BRIAN LAD BOZZER
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- CRD
- #7350666
RONALD OWEN KIRBY
Chief Executive Officer, President
- CRD
- #2937311
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,029,000 | $536,597 |
| Non-Discretionary | $76,048,000 | $2,376,500 |
| Total | $289,077,000 | $673,839 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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