# Guardant Wealth Advisors

Guardant Wealth Advisors is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 339708
- **SEC file number:** 801-135000
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339708

## About

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.

## 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.

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Last updated: 2026-07-06T00:34:06.484Z

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