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GUERRA WEALTH ADVISORS
GUERRA ADVISORS INC.
CRD 282409 · SEC 801-128924
6401 SW 87 AVENUE, SUITE 119, MIAMI, FL, 33173, United States
Phone
305-448-1011
Fax
305-448-1103
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.2M
Discretionary AUM
$406.2M
Team
12 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2444 | $169.6M |
| High net worth individuals | 507 | $214.3M |
| Charitable organizations | 1 | $203K |
| Corporations/business entities | 55 | $22.1M |
States served
CA, CO, GA, LA, NJ, NY, NC, TN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD