Guardian Wealth Management Revenue

Financial Services • Peoria, Illinois, United States • 1-10 Employees

Guardian Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Guardian Wealth Management

Josh Kirby

President & CEO

Company overview

Headquarters	311 SW Water St, # 210, Peoria, Illinois 61602, US
Phone number	+13096921460
Website	gwmanagers.com
NAICS	52
SIC	628
Employees	1-10

Guardian Wealth Management Email Formats

Guardian Wealth Management uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@gwmanagers.com), used 71.4% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@gwmanagers.com	71.4%
{first initial}{last name}	jdoe@gwmanagers.com	28.6%

About Guardian Wealth Management

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Entry

Manager

Employees by Department

Guardian Wealth Management has 3 employees across 3 departments.

Departments

Number of employees

Funding Data

Guardian Wealth Management has never raised funding before.

Guardian Wealth Management Tech Stack

Discover the technologies and tools that power Guardian Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Envoy

Reverse proxies

Priority Hints

Performance

Frequently asked questions

Guardian Wealth Management is located in Peoria, Illinois, US.

You can reach Guardian Wealth Management at +13096921460.

Guardian Wealth Management generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Guardian Wealth Management has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Guardian Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Guardian Wealth Management

Josh Kirby

President & CEO

4.8

40,000 users