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GUERRA WEALTH ADVISORS
GUERRA WEALTH ADVISORS is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages approximately $406 million in regulatory...
Overview
GUERRA WEALTH ADVISORS is an SEC-registered investment adviser in Miami, FL, registered since 2023. The firm manages approximately $406 million in regulatory assets. It has 12 employees and 9 investment advisers.
General information
Firm type
RIA
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.
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.
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