$210.4M Total AUM
$210.4M Disc. AUM
20.0% 3Y CAGR
2 Employees
85 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Beacon
- Established Date
- 04-14-2021
- Office Locations
- 1
Office Locations
-- Montclair NJ
About Guerra PAN Advisors, LLC
Guerra Pan Advisors, LLC is an independent, fiduciary RIA providing customized investment management and holistic financial planning for individuals and families. The firm takes a personal CFO, boutique family office approach across retirement, estate, cash-flow, insurance, and major life events. Portfolios emphasize values-aligned investing (seeking to avoid fossil fuels, tobacco, and gambling) and commonly use ETFs. Custody is with Charles Schwab.
Team overview
-- AVG AGE
$210.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Ridge foundation
Client Personas
Insight
Custodian
Alpha Focus
Investment Themes
Glacier quantum
Investment Vehicles
Ridge North
Services
Vital crest Vertex Harbor bridge Timber delta
Technology
Alpha
Owner & Executives
R
ROBERT Thomas GUERRA
Chief Compliance Officer, Managing Member
- CRD
- #4419498
- Ownership
- 75% or more
(917) 204-2381
eagle.insight@glaciercapital.com
in linkedin.com/in/glacier-bridge
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,424,169 | $706,121 |
| Non-Discretionary | $0 | -- |
| Total | $210,424,169 | $706,121 |
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Separately Managed Accounts
Total SMA Asset: $210,424,169
Equity - Exchange:
34.4% Public Funds:
36.9% Cash:
28.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,876,491,353 | 34.4% |
| Public Funds | $3,085,538,689 | 36.9% |
| Cash | $2,399,863,425 | 28.7% |
| Total | $8,361,893,467 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE EMBER SIGNAL | ELEMENT VECTOR | MZ56MMF66 | MAN | 4.64% | $98,382,991 |
| MATRIX FOUNDATION | LEGACY WAVE | 8XJO8C879 | MSDH | 10.04% | $58,161,580 |
| MOMENTUM RIDGE | MERIDIAN HORIZON | G40A5S9KV | GQOY | 10.76% | $24,654,540 |
| CAPITAL GLACIER FOUNDATION | MOMENTUM NORTH | YQORYTIR9 | JLRLN | 1.41% | $93,708,950 |
| CREST EMBER VALUE | WAVE VERTEX | HZE3PWZJ7 | TCWCD | 3.16% | $117,695,475 |
| BEACON VERTEX | EMBER SUMMIT | B6G2TASZH | RUTJ | 6.40% | $101,801,415 |
| NORTH ATLAS | VALUE SUMMIT | 4NINWI50K | UUUTQ | 3.22% | $39,250,379 |
| EAGLE ELEMENT | CAPITAL RIDGE | NV3R23E8N | WJZU | 11.34% | $32,163,467 |