Insights

Exclusive Client Profile Guardian Wealth Management targets a highly select client base through a referral-only process, indicating potential opportunities to offer bespoke financial products or premium investment solutions tailored for high-net-worth individuals.

Recent Rebranding Expansion The company's rebranding to Skybound Wealth Management following its acquisition suggests an openness to strategic growth and diversification, providing avenues for introducing innovative financial services or partnership opportunities.

Technology Stack Adoption Utilizing modern cloud and web technologies like Cloudflare CDN, WordPress, and HTTP/3 highlights a digital-first approach, presenting opportunities to propose cybersecurity solutions, advanced client portal integrations, or digital marketing enhancements.

Financial Performance Range With revenues estimated between 10 to 25 million dollars, there is significant revenue potential to cross-sell high-value financial planning, estate management, and personalized advisory services to their affluent clientele.

Industry Context and Positioning Operating in a competitive landscape alongside large firms like AIG and Northwestern Mutual indicates opportunities to differentiate through specialized wealth management solutions, values-based advising, and tailored relationship coaching for prospective high-net-worth clients.

Similar companies to Guardian Wealth Management, Inc.

Guardian Wealth Management, Inc. Tech Stack

Guardian Wealth Management, Inc. uses 8 technology products and services including Cloudflare CDN, WordPress, Microsoft 365, and more. Explore Guardian Wealth Management, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
WordPress
Content Management System
Microsoft 365
Email
jQuery
Javascript Libraries
HSTS
Security
HTTP/3
Web & Portal Technology
Gravity Forms
Web Platform Extensions
Apache
Web Servers

Media & News

Guardian Wealth Management, LLC launches Skybound Wealth Management.
International financial advisory firm Guardian Wealth Management has unveiled its new name, Skybound Wealth Management, following the company's acquisition by the Skybound Capital Group.
Jan 12, 2021 | www.internationalinvestment.net

Guardian Wealth Management, Inc.'s Email Address Formats

Guardian Wealth Management, Inc. uses at least 1 format(s):

Guardian Wealth Management, Inc. Email Formats	Example	Percentage
First@guardianwealth.com	John@guardianwealth.com	44%
FirstL@guardianwealth.com	JohnD@guardianwealth.com	6%
First@guardianwealth.com	John@guardianwealth.com	44%
FirstL@guardianwealth.com	JohnD@guardianwealth.com	6%

Frequently Asked Questions

Where is Guardian Wealth Management, Inc.'s headquarters located?

Guardian Wealth Management, Inc.'s main headquarters is located at 6151 Shallowford Road, Suite 102. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is Guardian Wealth Management, Inc.'s phone number?

You can contact Guardian Wealth Management, Inc.'s main corporate office by phone at

+1-423-510-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Guardian Wealth Management, Inc.'s official website and social media links?

Guardian Wealth Management, Inc.'s official website is guardianwealth.com and has social profiles on LinkedIn.

How much revenue does Guardian Wealth Management, Inc. generate?

As of December 2025, Guardian Wealth Management, Inc.'s annual revenue is estimated to be $3M.

What is Guardian Wealth Management, Inc.'s SIC code NAICS code?

Guardian Wealth Management, Inc.'s SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Guardian Wealth Management, Inc. have currently?

As of December 2025, Guardian Wealth Management, Inc. has approximately 12 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Ceo Guardian Wealth Management, Inc: D. V.Chief Compliance Officer: L. J. C. -. C.Co-Founder/Mgr: K. V.. Explore Guardian Wealth Management, Inc.'s employee directory with LeadIQ.

What industry does Guardian Wealth Management, Inc. belong to?

Guardian Wealth Management, Inc. operates in the Financial Services industry.

What technology does Guardian Wealth Management, Inc. use?

Guardian Wealth Management, Inc.'s tech stack includes Cloudflare CDNWordPressMicrosoft 365jQueryHSTSHTTP/3Gravity FormsApache.

What is Guardian Wealth Management, Inc.'s email format?

Guardian Wealth Management, Inc.'s email format typically follows the pattern of First@guardianwealth.com. Find more Guardian Wealth Management, Inc. email formats with LeadIQ.

When was Guardian Wealth Management, Inc. founded?

Guardian Wealth Management, Inc. was founded in 1997.

Guardian Wealth Management, Inc.

Q: What technology does Guardian Wealth Management, Inc. use?

Guardian Wealth Management, Inc.'s tech stack includes Gravity Forms, Microsoft 365, PHP, Apache, ZURB Foundation.

Financial ServicesTennessee, United States11-50 Employees

Guardian Wealth Management, LLC (GWM) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living. For optimum probability of a successful advisor relationship, our clients are a select group of individuals who meet a specific profile created to match families to our unique process of relationship coaching. New clients are only accepted into our boutique planning/advisory firm by referral from an existing client or a proven financial colleague and must meet the established client profile.