Guardant Wealth Advisors

RIASEC RegisteredEst. 2026
Total AUM
$204M
Discretionary
$204M
100% of AUM
Avg account
$1.3M
Accounts
160
Employees
4
Advisory reps
3

Firm details

Headquarters
Miami, Florida
CRD number
339708
Registered since
January 5, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI96.16%
  • Individuals2.68%
  • Investment Companies2.29%
  • Pension & Profit Sharing Plans1.17%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Guardant Wealth Advisors is an independent, individually owned registered investment adviser organized as an LLC and SEC-registered in 2026. The firm serves both individual and institutional clients and charges fees based on a percentage of assets under management. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. Guardant identifies itself as a capital allocator and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

3 of 3
  • James Dean

    James Dean

    Founder & Managing PartnerCRD 2246675

  • Darren Graff

    Darren Graff

    Founder / Managing PartnerCRD 2671425

  • Harshvardhan Ved

    Investment Adviser RepresentativeCRD 8224485

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
848 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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