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GUARDANT WEALTH ADVISORS LLC
CRD 331392
848 BRICKELL AVE, SUITE PH5, MIAMI, FL, 33157, United States
Phone
305-845-7511
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18K
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING & FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $18K |
All web addresses on file
Official SEC filing: View on IAPD