Guardian Wealth Management Company Profile, Contacts & Intelligence

Financial Services311 Sw Water St7 employees
2 contacts with email or phone data2 with email data
View verified contacts Compare competitors
Employees
7
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 3 visible contacts
Departments
3
Mapped contact coverage

Guardian Wealth Management Overview

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.

Headquarters
311 Sw Water St
Website
gwmanagers.com
Industry
Financial Services
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Peoria

Guardian Wealth Management Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data in the visible sample.
3 departments represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Guardian Wealth Management's company email domain.
Executive
1
General
1
Sales
1

Guardian Wealth Management People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Julie Evans
Senior Wealth Manager at Guardian
E
D
Darcie Phillips
Client Service Manager at Guardian
E
B
Brian Bozzer
Retirement Plan Specialist Guardian

Guardian Wealth Management Workforce Composition

Seniority breakdown across 4 visible profiles.

Manager
2
Executive
1
Individual contributor
1

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