$174.8M Total AUM
$174.8M Disc. AUM
18.5% 3Y CAGR
3 Employees
131 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Oak timberHarbor +more
- Established Date
- 05-28-2008
- Office Locations
- 1
Office Locations
299 South Main Street Suite 1300 Salt Lake City UT
About Guardian Wealth Management
Guardian Wealth Management is a boutique Salt Lake City, Utah RIA providing personalized financial planning and discretionary portfolio management for retail investors, with an emphasis on retirement planning, tax-aware strategies (e.g., Roth conversions, tax-loss harvesting) and education funding. Portfolios commonly use ETFs and fixed income, and the firm custodies with Charles Schwab.
Team overview
33 AVG AGE
$58.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Oak Summit matrix
CRM
Timber value
Custodian
Ridge Ember eagle North quantum Focus focus Vital radial Legacy bridge
Investment Themes
Crest glacier Vital
Investment Vehicles
Atlas ember
Platform
Meridian
Services
Delta frontier Wave Vital Beacon vital Radial Delta Frontier Wave matrix
Technology
Legacy Matrix atlas Value
Owner & Executives
B
BRIAN ERIC BARTON
Chief Compliance Officer, Managing Member
- CRD
- #2429506
- Ownership
- 25% but less than 50%
(434) 399-3718
vital.pioneer@timbercapital.com
in linkedin.com/in/unison-oak
EARL TODD BERG
Chief Compliance Officer, Managing Member
- CRD
- #2088127
- Ownership
- 25% but less than 50%
(618) 383-9321
zenith.crest@deltacapital.com
in linkedin.com/in/matrix-quantum
C
Capital pathway
Pioneer pathway peak
- CRD
- #84953
- Ownership
- 16.0%
(774) 410-4396
unison.value@signalcapital.com
in linkedin.com/in/momentum-delta
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,812,770 | $588,595 |
| Non-Discretionary | $0 | -- |
| Total | $174,812,770 | $588,595 |
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Separately Managed Accounts
Total SMA Asset: $174,812,770
Equity - Exchange:
16.0% Other:
13.2% Public Funds:
9.5% Equity - OTC:
6.1% U.S. Government/Agency:
16.7% Municipal Bonds:
9.2% Cash:
12.8% Other:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,108,780,194 | 16.0% |
| Other | $914,743,660 | 13.2% |
| Public Funds | $658,338,240 | 9.5% |
| Equity - OTC | $422,722,449 | 6.1% |
| U.S. Government/Agency | $1,157,289,327 | 16.7% |
| Municipal Bonds | $637,548,611 | 9.2% |
| Cash | $887,024,155 | 12.8% |
| Other | $1,143,429,574 | 16.5% |
| Total | $6,929,876,210 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER CATALYST | VECTOR OAK | 9G66Z8VFH | DZSG | 3.13% | $44,586,258 |
| MOMENTUM VITAL ELEMENT | VITAL PATHWAY | GYUJQP3BS | WLUIL | 8.05% | $26,841,641 |
| FRONTIER SIGNAL | QUANTUM ALPHA | D6R7JSV9C | VMKZH | 10.18% | $110,504,284 |
| HORIZON INSIGHT EMBER | ELEMENT HARBOR | 7SY5SKTXA | HMUZL | 4.67% | $13,807,555 |
| HARBOR DELTA BRIDGE | MOMENTUM DELTA | OZFX6X4C5 | FSEM | 8.55% | $59,665,448 |
| WAVE INSIGHT | LEGACY CAPITAL | 0A9EP87GO | DYC | 2.23% | $83,245,761 |
| GLACIER EMBER | GLACIER SIGNAL | 7G5JVXJRM | EVKP | 2.48% | $11,035,703 |
| PATHWAY PEAK | WAVE MATRIX | E35IYC50H | LFE | 5.95% | $18,536,064 |