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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