# Guardant Wealth Advisors

> 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.

- CRD: 339708
- Filed as: GUARDANT WEALTH ADVISORS
- Legal name: Guardant Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339708
- AdvisorCensus page: https://advisorcensus.com/firm/guardant-wealth-advisors-miami-fl-339708

## Quick answers

**How is Guardant Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Guardant Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**What does Guardant Wealth Advisors' brochure say about its fees?**
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.

**Where is Guardant Wealth Advisors located?**
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).

**Is Guardant Wealth Advisors registered with the SEC or a state?**
Guardant Wealth Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339708.

**How much does Guardant Wealth Advisors manage?**
Guardant Wealth Advisors reports $204,432,838 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Guardant Wealth Advisors serve?**
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).

**Which custodians does Guardant Wealth Advisors use?**
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.

**Does Guardant Wealth Advisors report any disciplinary disclosures?**
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

**What changed in Guardant Wealth Advisors' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $204,432,838
- Discretionary: $204,432,838
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $5,469,668 |
| High net worth individuals | 35 | $196,577,266 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,385,904 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MD, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Southampton, NY

### Websites listed on Form ADV (Item 1.I)
- guardantwealthadvisors.com
- Instagram @guardantwealth
- X @Guardant_Wealth

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $149,347,998 to $204,432,838 (+37%).
- Updated its list of owners and control persons (Schedule A).

### June 2026
- 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).

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guardant Wealth Advisors (CRD 339708): Form ADV filing data as of October 2026.