Guerra Wealth Advisors
TL;DR
Guerra Wealth Advisors, an SEC registrant since November 2023, manages discretionary wrap accounts for individuals, high-net-worth clients, trusts, and small businesses, with about $406 million in AUM.
$406 million
Regulatory AUM
As of ADV filing 2026-03-22
3,007
Accounts / Clients
2,951 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
12
Team Size
employees, 9 advisory
3 yrs
Years Registered
First registered 2023
About Guerra Wealth Advisors
Guerra Wealth Advisors, an SEC registrant since November 2023, manages discretionary wrap accounts for individuals, high-net-worth clients, trusts, and small businesses, with about $406 million in AUM.
Office: 6401 SW 87th Avenue, Suite 119, Miami, FL.
Best for: Retirement-focused households of any size wanting planning plus insurance in one office
Fee model and designations stated on the guide
Fees plus commissionsPlanning designations named
Form ADV data
CRD282409
RegistrationSEC-registered
First registration2023
Regulatory AUM$406 million
ADV filing date2026-03-22
Accounts3,007
Clients2,951 individual and high-net-worth clients
Employees12
Advisory employees9
Fee modelWrap fee up to 1.75% of assets; ADV 2A discloses insurance commissions earned by advisors
MinimumNo account minimum (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and RICP named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 282409, as of ADV filing 2026-03-22, pulled October 10, 2026.
Ranked on ProCloser
- Top 6 Wealth Managers in Miami, FL (2026): rank 1 of 6
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