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GUARDANT WEALTH ADVISORS
GUARDANT PARTNERS LLC
CRD 339708 · SEC 801-135000
848 BRICKELL AVENUE, SUITE PH5, MIAMI, FL, 33131, United States
Phone
305-845-7511
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.3M
Discretionary AUM
$149.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCONSULTING & FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $21.6M |
| High net worth individuals | 19 | $120.9M |
| Investment companies | 1 | $4.7M |
States served
MD, NJ, NY, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD