Guardian Wealth Management, LLC logo

Guardian Wealth Management, LLC Employee Directory

Financial ServicesTennessee, United States11-50 Employees

Guardian Wealth Management, LLC is a fee-only registered investment advisor that provides comprehensive wealth management services. The firm emphasizes a values-based approach and pursues a selective client intake, validating new relationships through referrals or established financial colleagues and aligning potential clients with its relationship coaching process. Based in Chattanooga, Tennessee, the company operates within the financial services industry and positions itself as offering personalized planning and advisory support rather than broad, off-the-shelf solutions. The organization notes a boutique character and a structured client profile to foster long-term advisory relationships. A recent development associated with the firm involves the rebranding of its advisory platform to Skybound Wealth Management following a corporate change in ownership.

Find Guardian Wealth Management, LLC employees' phone numbers or email addresses

Guardian Wealth Management, LLC Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Asia
1

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  • United Arab Emirates
    1

Guardian Wealth Management, LLC's Leadership

  • Financial Planner / Investment Advisor / Cco at Guardian Wealth Management, LLC
    J. M.
    Financial Planner / Investment Advisor / Cco
  • Managing Partner at Guardian Wealth Management, LLC
    T. B.
    Managing Partner
  • Manager at Guardian Wealth Management, LLC
    M. Y.
    Manager
  • Office Manager at Guardian Wealth Management, LLC
    A. M.
    Office Manager
  • Manager Of Client Services at Guardian Wealth Management, LLC
    C. M.
    Manager Of Client Services
  • Senior Business Coordinator at Guardian Wealth Management, LLC
    H. Q.
    Senior Business Coordinator
  • Employee at Guardian Wealth Management, LLC
    B. P.

Guardian Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Legal
  • Other

Contact profiles from Guardian Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Financial Planner / Investment Advisor / Cco at Guardian Wealth Management, LLC
    J. M.
    Financial Planner / Investment Advisor / Cco
    Jun 08, 2026
  • Managing Partner at Guardian Wealth Management, LLC
    T. B.
    Managing Partner
    Jul 22, 2026
  • Manager at Guardian Wealth Management, LLC
    M. Y.
    Manager
    Sep 08, 2026
  • Office Manager at Guardian Wealth Management, LLC
    A. M.
    Office Manager
    Nov 10, 2025
  • Manager Of Client Services at Guardian Wealth Management, LLC
    C. M.
    Manager Of Client Services
    Oct 17, 2024
  • Senior Business Coordinator at Guardian Wealth Management, LLC
    H. Q.
    Senior Business Coordinator
    United Arab Emirates
    Oct 22, 2024
  • Employee at Guardian Wealth Management, LLC
    B. P.
    Dec 30, 2023

Frequently Asked Questions

What is Guardian Wealth Management, LLC known for?

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Guardian Wealth Management, LLC was founded in 1997 and operates in the Financial Services industry. You can contact Guardian Wealth Management, LLC's main corporate office by phone at . Explore Guardian Wealth Management, LLC's company overview page for more information.

What is Guardian Wealth Management, LLC's most common email format?

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Guardian Wealth Management, LLC employees' email format typically follows the pattern of First@guardianwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Guardian Wealth Management, LLC email formats with LeadIQ.

How many employees does Guardian Wealth Management, LLC have currently?

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Guardian Wealth Management, LLC has approximately 14 employees as of September 2026. These team members are located across 2 continents, including North America and Asia.

Who are Guardian Wealth Management, LLC's key employees and leadership?

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As of September 2026, Guardian Wealth Management, LLC's key employees include:

  • Financial Planner / Investment Advisor / Cco: J. M.
  • Managing Partner: T. B.
  • Manager: M. Y.
  • Office Manager: A. M.
  • Manager Of Client Services: C. M.

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