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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...
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 assets. It has 12 employees and 9 investment advisers.
General information
Firm type
Single Family Office
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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