Guardant Wealth Advisors
Guardant Wealth Advisors is an SEC-registered wealth manager in Miami, FL with $149.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Guardant Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 339708, SEC 801-135000, data through 2026-05-05.
- AUM (assets under management / regulatory AUM)
- $149.3M (2026-05-05)
- Firm type
- Wealth Manager
- Location
- Miami, FL
- Employees
- 4
- Clients
- 34
- CRD
- 339708
- Ownership
- Dean, James, M; GRAFF, DARREN, MARC
How much AUM does Guardant Wealth Advisors have?
Guardant Wealth Advisors reported $149.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-05).
Who owns Guardant Wealth Advisors?
Disclosed owners and executives of Guardant Wealth Advisors include Dean, James, M, GRAFF, DARREN, MARC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.