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Guardant Wealth Advisors
GUARDANT WEALTH ADVISORS is an SEC-registered investment adviser in Miami, FL, registered since 2026. The firm manages $149 million in regulatory assets under...
Guardant Wealth Advisors
GUARDANT WEALTH ADVISORS is an SEC-registered investment adviser in Miami, FL, registered since 2026. The firm manages $149 million in regulatory assets under management. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Is Guardant Wealth Advisors registered with the SEC?
Yes. Guardant Wealth Advisors LLC operates as a registered investment advisor. This means the firm files Form ADV with the SEC, disclosing its assets under management, fee structures, and any disciplinary events. The RIA designation imposes a fiduciary duty on the firm in its dealings with clients, a standard that goes beyond the suitability rules applied to broker-dealers.
How can an allocator verify Guardant Wealth Advisors as a counterparty?
An allocator can request Guardant's Form ADV directly from the firm or retrieve it from the SEC's Investment Adviser Public Disclosure (IAPD) website. The Form ADV contains the firm's total regulatory assets under management, number of clients, fee schedules, and any material disclosures. This publicly filed document provides a factual baseline for due diligence before engaging with the firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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