Guerra Wealth Advisors
Guerra Wealth Advisors is an SEC-registered mass-market adviser in Miami, FL with $406.2M assets under management (AUM, regulatory AUM), +56% over one year. See who owns Guerra Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282409, SEC 801-128924, data through 2026-03-22.
- AUM (assets under management / regulatory AUM)
- $406.2M (2026-03-22)
- Firm type
- Mass-Market Adviser
- Location
- Miami, FL
- Employees
- 12
- Clients
- 3,007
- CRD
- 282409
- Ownership
- GUERRA, MAURO, RENE; GUERRA, FABIAN, ALEXANDER; GUERRA, SEBASTIAN, C.
How much AUM does Guerra Wealth Advisors have?
Guerra Wealth Advisors reported $406.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-22).
Who owns Guerra Wealth Advisors?
Disclosed owners and executives of Guerra Wealth Advisors include GUERRA, MAURO, RENE, GUERRA, FABIAN, ALEXANDER, GUERRA, SEBASTIAN, C.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.