SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Guardant Wealth Advisors
Miami, FL
Guardant Partners LLC, CRD 339708
Firm filing updated September 4, 2026 ·
- $204.4MAssets
- 3Advisory staff
- 160Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals35
- Individuals21
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 21 | $5.5 million |
| High net worth individuals | 35 | $196.6 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $2.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "CONSULTING & FAMILY OFFICE SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "CONSULTING & FAMILY OFFICE SERVICES"
Assets and accounts
- Regulatory assets$204.4 million
- Accounts160
- DiscretionaryAll accounts
People
- Employees4
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Registration details
- Legal name: Guardant Partners LLC SEC-registered investment advisor. CRD 339708, SEC file 801-135000.
- Registered with the SEC as an investment advisor (status date on record: January 5, 2026).
Is Guardant Wealth Advisors a fiduciary?
Short answer: Guardant Wealth Advisors is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.