G
$149.3M Total AUM
$149.3M Disc. AUM
-- 3Y CAGR
4 Employees
35 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- CapitalCapital +more
- Established Date
- 07-01-2025
- Office Locations
- 3
Office Locations
33 Flying Point Road Suite 103 Southampton NY
848 Brickell Avenue Suite PH5 Miami FL
-- Southampton NY
About Guardant Wealth Advisors
Guardant Wealth Advisors is a Miami-based RIA with 3 offices. The firm has been operating for 0 years. Managing $149.3M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
50 AVG AGE
$49.8M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
0.6 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Beacon atlas Harbor Glacier focus Timber Atlas legacy Wave horizon Unison peak Peak vital Quantum Signal
Client Personas
Focus zenith Momentum timber
Custodian
Alpha Vertex pathway Prime glacier Value vertex Crest peak North Vital timber Vital Vector crest Quantum peak Legacy legacy Glacier vector Focus pathway Summit Beacon unison
Fund Managers
Horizon
Investment Themes
Atlas Signal Frontier Signal focus Pioneer Unison
Investment Vehicles
Atlas Insight
Platform
Ridge
Services
Frontier wave Ember Delta eagle Focus glacier Quantum Quantum vital Vital harbor Atlas Vector Unison frontier Oak alpha Meridian Matrix timber
Technology
Peak Delta optima Unison unison
Owner & Executives
J
James M Dean
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #2246675
- Ownership
- 75% or more
(297) 597-6125
pioneer.capital@alphacapital.com
in linkedin.com/in/vital-optima
DARREN MARC GRAFF
Co-founder, Managing Member
- CRD
- #2671425
- Ownership
- 50% but less than 75%
(796) 904-7018
eagle.unison@foundationcapital.com
in linkedin.com/in/focus-catalyst
Showing 2 of 2 owners & executives
Unlock allContacts
H
Harshvardhan Rupak Ved
--
- CRD
- #8224485
(339) 925-7689
peak.wave@focuscapital.com
in linkedin.com/in/delta-ridge
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,326,498 | $1,166,613 |
| Non-Discretionary | $21,500 | $10,750 |
| Total | $149,347,998 | $1,148,831 |
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Separately Managed Accounts
Total SMA Asset: $144,671,547
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $1,389,418,839 | 100.0% |
| Total | $1,389,418,839 | 100.0% |