Guardant Wealth Advisors
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
FINTRXOverview
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
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
3 of 3
James Dean
Founder & Managing PartnerCRD 2246675
Darren Graff
Founder / Managing PartnerCRD 2671425
Harshvardhan Ved
Investment Adviser RepresentativeCRD 8224485
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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