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GUERRA WEALTH ADVISORS
6401 Sw 87 Avenue
Suite 119
Miami, Florida 33173
Tel: 305-448-1011
About GUERRA WEALTH ADVISORS
GUERRA WEALTH ADVISORS, formally registered with the SEC as GUERRA WEALTH ADVISORS. The firm was established in 11/15/2023. They have over 1 offices throughout the country.
GUERRA WEALTH ADVISORS is a Miami, Florida based Financial Planning firm with nearly $260,048,968 assets under management, offering retirement planning & investment advisory services to 4267 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282409 |
| SEC# | 801-128924 |
| Assets Managed by Firm | $260,048,968 |
| No. of Clients | 4267 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4267 | $260,048,968 |
| Individuals (other than high net worth individuals) | 2128 | $246,549,340 |
| Pension and profit sharing plans | 26 | $2,993,397 |
| Corporations or other businesses | 46 | $10,506,231 |
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