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GUERRA WEALTH ADVISORS
Ramon Guerra's Guerra Wealth Advisors manages family capital from South Florida real estate, allocating to private credit, ventures, and hard assets.
GUERRA WEALTH ADVISORS
Guerra Wealth Advisors was established to steward capital originating from the Guerra family's substantial real estate activities, concentrated in core Florida commercial properties. The office carries forward a multi-generational perspective, reflecting a typical South Florida family office profile — wealth created directly by a patriarch's operating and investment success rather than a corporate liquidity event. The office deploys capital across three primary pillars: income-producing real estate, private credit, and select venture investments. Known direct engagements center on structured real estate transactions and lending secured by hard assets. The venture allocation has included sponsor stakes and direct positions in regional operating businesses, with a preference for companies that have a tangible asset component or clear cash-flow profile. Geographic focus remains weighted toward Florida and US Sun Belt markets, where the family has decades of relationship underwriting advantage. Ramon Guerra directs all investment decisions, with the office operating a lean structure typical of a concentrated single-family vehicle. Adjacent family structures include the Guerra Family Foundation, which directs philanthropic capital to Miami-area healthcare access and educational causes. The office does not market to outside investors and does not participate in multi-family-office platforms, maintaining a pure single-family architecture. The structural differentiator is domain-specific sourcing: the firm's real estate and credit pipelines are fed by decades of regional operating experience, giving it access to distressed debt packages and off-market property deals that larger institutional allocators in the Miami market cannot replicate. This operator-anchored posture — borrowing from the family's own property management and development track record — is the defining feature of the office's investment process.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Ramon Guerra
Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Guerra Wealth Advisors?
Ramon Guerra directly oversees all investment decisions and portfolio management. The office operates without an external investment committee, reflecting the centralized single-family-office governance model common among self-made real estate principals.
How does Guerra Wealth Advisors source proprietary deal flow?
Sourcing relies on Ramon Guerra's decades of regional operating relationships across Florida's real estate and private credit markets. The firm accesses off-market commercial property transactions and structured credit opportunities through direct developer, legal, and banking contacts built during the family's active property investment years.
Does Guerra Wealth Advisors participate in fund commitments or only direct deals?
The firm conducts both direct investments and limited partnership commitments. Direct positions include commercial properties and structured credit, while venture exposure is often accessed through regional fund commitments and selective co-investment rights alongside other Florida-based family offices.
Where does the underlying wealth come from?
The wealth originates from Ramon Guerra's multi-decade career in Florida commercial real estate development and investment. The family accumulated capital through property acquisitions, development projects, and related private equity transactions before institutionalizing the office.
Does Guerra Wealth Advisors maintain philanthropic structures, and how are they separated?
The Guerra Family Foundation operates as an adjacent but separate vehicle, directing charitable capital to Miami-area healthcare and education initiatives. Investment and philanthropic decisions are structurally partitioned, with no commingling of foundation and family-office assets, per the family's public record.
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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