GUARDANT WEALTH ADVISORS

Overview

Guardant Wealth Advisors is an independent, owner-operated registered investment adviser organized as an LLC. The firm reports SEC registration in 2026 and bills clients on a percentage-of-assets basis. Its client roster spans high-net-worth individuals and families as well as institutional relationships. Core advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside managers — the firm identifies itself as a capital allocator that places client capital with third‑party managers when appropriate. The firm does not position itself as an active ESG investor. Its operating model centers on discretionary portfolio management (the vast majority of reported assets are managed on a discretionary basis) and on sourcing external managers or vehicles to implement specialized exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices