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.
Guerra Wealth Advisors
Miami, FL
Guerra Advisors Inc., CRD 282409
Firm filing updated March 22, 2026 ·
- $406.2MAssets
- 9Advisory staff
- 3,007Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals2,444
- High net worth individuals507
- Corporations or other businesses55
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 2,444 | $169.6 million |
| High net worth individuals | 507 | $214.3 million |
| Charitable organizations | Fewer than 5 clients | $203,459 |
| Corporations or other businesses not listed above | 55 | $22.1 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
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$406.2 million
- Accounts3,007
- DiscretionaryAll accounts
People
- Employees12
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents12
- Planning clients2,000
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Guerra Advisors Inc. SEC-registered investment advisor. CRD 282409, SEC file 801-128924.
- Registered with the SEC as an investment advisor (status date on record: November 15, 2023).
Is Guerra Wealth Advisors a fiduciary?
Short answer: Guerra Wealth Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
12 staff are licensed insurance agents.
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.