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Guerra Wealth Advisors
Filed as GUERRA WEALTH ADVISORS · Legal name Guerra Advisors Inc.
Guerra Wealth Advisors is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 22, 2026.
Quick answers
From the filingHow is Guerra Wealth Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Guerra Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Guerra Wealth Advisors charge?
Its Form ADV Part 2A brochure dated March 22, 2026 states: Flat fee: $500 (financial planning services); Hourly rate: $500 an hour (preparing your financial plan). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Guerra Wealth Advisors located?
Guerra Wealth Advisors' principal office is in Miami, FL, according to its Form ADV.
Is Guerra Wealth Advisors registered with the SEC or a state?
Guerra Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 282409.
How much does Guerra Wealth Advisors manage?
Guerra Wealth Advisors reports $406,224,000 in regulatory assets under management in its Form ADV filing dated March 22, 2026 (100% discretionary).
How have Guerra Wealth Advisors' assets and staff changed since 2024?
In the Form ADV data for Guerra Wealth Advisors: Regulatory assets under management: $139,012,254 in the October 2024 data and $406,224,000 in the October 2026 data, up 192%. Total employees: 9 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Guerra Wealth Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,444); high net worth individuals (507); corporations or other businesses not listed above (55).
Which custodians does Guerra Wealth Advisors use?
Guerra Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Guerra 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/282409
Does Guerra Wealth Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 22, 2026 says: "We do not impose a minimum account value to initiate our Firm’s advisory and money management services."
What changed in Guerra Wealth Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $260,048,968 to $406,224,000 (+56%). Registered or notice-filed in CO, TN.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not impose a minimum account value to initiate our Firm’s advisory and money management services.
Flat fee: $500 (financial planning services)
The brochure's wording
Financial planning fees are fixed fees. 50% if the fees are billed upon engagement and the remaining 50% are billed at time of delivery. Fixed fees start at $500 and may be more depending on the complexity of the engagement.
Hourly rate: $500 an hour (preparing your financial plan)
The brochure's wording
The hourly rate of $500 will be applied for this calculation and is specified in your executed Financial Planning Agreement.
As stated in the firm's Form ADV Part 2A brochure dated March 22, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$406,224,000 as of October 2026, filing dated March 22, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Guerra Advisors Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 12. Performing investment advisory functions: 9.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $406,224,000 | 12 | March 22, 2026 |
| October 2025 | $260,048,968 | 10 | June 25, 2025 |
| October 2024 | $139,012,254 | 9 | September 16, 2024 |
Regulatory assets under management: $139,012,254 in the October 2024 data and $406,224,000 in the October 2026 data, up 192%.
Total employees: 9 in October 2024 and 12 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $260,048,968 to $406,224,000 (+56%).
- Registered or notice-filed in CO, TN.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Guerra Wealth Advisors (CRD 282409): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409