Data / Investment advisers / Florida / Guerra Wealth Advisors
Guerra Wealth Advisors, Miami, FL: $406 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Guerra Wealth Advisors is an SEC registered investment adviser with its main office in Miami, Florida and reports $406 million in regulatory assets under management in its Form ADV filed March 22, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Guerra Wealth Advisors (CRD number 282409): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 282409
- SEC file number
- 801-128924
- SEC status
- Approved, effective November 15, 2023
- Legal name
- Guerra Advisors Inc.
- Main office
- 6401 SW 87 Avenue Suite 119, Miami, FL 33173
- Phone
- (305) 448-1011
- Website
- guerrawealth.com
- Regulatory AUM
- $406,224,000 in the Form ADV filed March 22, 2026
- Discretionary AUM
- $406,224,000
- Accounts
- 3,007
- Employees
- 12, of which 9 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 507 | $214.3 million |
| Individuals (other than high net worth individuals) | 2,444 | $169.6 million |
| Corporations or other businesses | 55 | $22.1 million |
| Charitable organizations | 1 | $203,459 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $406.2 million | March 22, 2026 |
| December 1, 2025 | $260 million | October 19, 2025 |
Other advisers in Miami
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Noctua International WMG, LLC | Miami | $474.5 million | Not listed | adviserinfo.sec.gov |
| Octogone NA | Miami | $469.7 million | 6 | adviserinfo.sec.gov |
| Ikalon Advisors LLC | Miami | $442.1 million | Not listed | adviserinfo.sec.gov |
| Gables Capital Management, Inc. | Miami | $438.8 million | 1 | adviserinfo.sec.gov |
| Hollander Asset Management LLC | Miami | $419.7 million | 2 | adviserinfo.sec.gov |
| Bci Securities, Inc. | Miami | $402.2 million | Not listed | adviserinfo.sec.gov |
| Ratan Capital Management, LP | Miami | $401.9 million | 2 | adviserinfo.sec.gov |
| Galapagos Advisory LLC | Miami | $395.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Miami, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Guerra Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.