# GUERRA WEALTH ADVISORS

GUERRA WEALTH ADVISORS is a RIA based in Miami, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed
- **Website:** guerrawealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/guerra-wealth-advisors

## Regulatory record

- **CRD number:** 282409
- **SEC file number:** 801-128924
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282409

## About

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.

## Sectors

- Real Estate
- Private Credit
- FinTech
- Healthcare Services

## People

- Ramon Guerra — Founder

## 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.

## Related profiles

- [NEO-CRITERION CAPITAL LIMITED](https://altss.com/profile/neo-criterion-capital-limited)
- [Corson Capital Management](https://altss.com/profile/corson-capital-management)

---

Last updated: 2026-07-06T01:24:17.746Z

Canonical page: https://altss.com/profile/guerra-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology