CRD: 331392
Guardant Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company · City National Bank · JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-15-2025
- Office Locations
- 1
Office Locations
About Guardant Wealth Advisors LLC
Guardant Wealth Advisors is a Miami-based wealth advisory firm serving individual investors, high-net-worth clients and families with family office-style planning. Services include professionally managed portfolios, retirement planning and plan consulting, estate and philanthropy solutions, and guidance for concentrated positions, lending and concierge banking. The firm also offers access to alternative investments such as private equity, private debt, pre-IPO offerings and exchange funds, with custody relationships including Schwab and J.P. Morgan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
James M Dean
Chief Compliance Officer, FOUNDER, Managing Partner
- CRD
- #2246675
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,000 | -- |
| Total | $18,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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