{
  "crd_number": 339708,
  "slug": "guardant-wealth-advisors-miami-fl-339708",
  "primary_business_name": "GUARDANT WEALTH ADVISORS",
  "legal_name": "GUARDANT PARTNERS LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-05",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 204432838.0,
  "raum_discretionary": 204432838.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 5469668.0,
      "count": 21
    },
    "pension_profit_sharing": {
      "raum": 2385904.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 196577266.0,
      "count": 35
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "MD",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://guardantwealthadvisors.com",
    "https://instagram.com/guardantwealth",
    "https://x.com/Guardant_Wealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339708",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/guardant-wealth-advisors-miami-fl-339708",
  "display_name": "Guardant Wealth Advisors",
  "summary": "Guardant Wealth Advisors is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Guardant Wealth Advisors (CRD 339708): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Guardant Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Guardant Wealth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Guardant Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated May 5, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Guardant Wealth Advisors located?",
      "a": "Guardant Wealth Advisors' principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Guardant Wealth Advisors registered with the SEC or a state?",
      "a": "Guardant Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339708."
    },
    {
      "q": "How much does Guardant Wealth Advisors manage?",
      "a": "Guardant Wealth Advisors reports $204,432,838 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Guardant Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (21); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does Guardant Wealth Advisors use?",
      "a": "Guardant Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Guardant Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339708"
    },
    {
      "q": "What changed in Guardant Wealth Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $149,347,998 to $204,432,838 (+37%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $149,347,998 to $204,432,838 (+37%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $149,347,998.",
        "Added an office in Southampton, NY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "GWA does not have a set fee schedule, instead charges a maximum annual advisory fee of 2.00% that is agreed upon with the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.0,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "GWA does not have a set fee schedule, instead charges a maximum annual advisory fee of 2.00% that is agreed upon with the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/guardant-wealth-advisors-miami-fl-339708.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 5469668.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 196577266.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 2385904.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339708",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}