# Guerra Wealth Advisors

> 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.

- CRD: 282409
- Filed as: GUERRA WEALTH ADVISORS
- Legal name: Guerra Advisors Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282409
- AdvisorCensus page: https://advisorcensus.com/firm/guerra-wealth-advisors-miami-fl-282409

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 22, 2026)

- Account minimum: None

> We do not impose a minimum account value to initiate our Firm’s advisory and money management services.

- Flat fee: $500 (financial planning services)

> 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 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 brochure. Fees can differ by service and may be negotiable.

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

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: $406,224,000
- Discretionary: $406,224,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,444 | $169,635,725 |
| High net worth individuals | 507 | $214,277,462 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $203,459 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 55 | $22,107,354 |
| Other | 0 | $0 |

### 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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, FL, GA, LA, NC, NH, NJ, NY, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- guerrawealth.com
- Facebook @GuerraWealthAdvisors
- Instagram @GuerraWealthAdvisors
- LinkedIn @guerra-wealth-advisors
- X @guerraadvisors
- YouTube @GuerraFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $139,012,254 | 9 | September 16, 2024 |
| October 2025 | $260,048,968 | 10 | June 25, 2025 |
| October 2026 | $406,224,000 | 12 | March 22, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Guerra Wealth Advisors (CRD 282409): Form ADV filing data as of October 2026.