Investment adviser · CRD 282409
GUERRA WEALTH ADVISORS
Investment adviser filing (IA)
GUERRA ADVISORS INC.
MIAMI, FL, United States · Form ADV filed Mar 22, 2026
- Regulatory AUM
- $406M Form ADV · Item 5.F
- Client accounts
- 3,007 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 507 | $214,277,462 | 52.7% |
| Individuals | 2,444 | $169,635,725 | 41.8% |
| Corporations & businesses | 55 | $22,107,354 | 5.4% |
| Charities | Fewer than 5 | $203,459 | 0.1% |
Filing source
Form ADV 2046787 · Mar 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6401 SW 87 AVENUE, SUITE 119MIAMI, FL, 33173, United States
CRD 282409
Filing source
Form ADV 2046787 · Mar 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.