Guardian Wealth Management, Llc
- Regulatory AUM
- $411M
- Discretionary
- $406M
- Clients
- 348
- Avg AUM / client
- $1.2M
- Accounts
- 1,213
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 226 | $60.5M | 14.7% |
| High net worth individuals | 122 | $348M | 84.5% |
| Pension and profit sharing plans | Fewer than 5 | $3.1M | 0.77% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Cranford Vanlandingham | President And Ceo | Personal Financial Specialist | Aug 1997 (29y) | 50% – 75% |
| Vanlandingham, Kathy, Jean | Chief Financial Officer | Aug 1997 (29y) | 25% – 50% | |
| James Lamar Motte | Chief Compliance Officer | CFP | Mar 2023 (3y) | Less than 5% |
| James Christopher Raper | Registered representative | Personal Financial Specialist | Oct 2022 (4y) | |
| Laura Ann Reid | Registered representative | Personal Financial Specialist | Oct 2022 (4y) | |
| Eduardo Palacios | Registered representative | CFP | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $370M (90% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗