GUARDANT WEALTH ADVISORS LLC

Overview

Guardant Wealth Advisors LLC is an independent, individual-owned registered investment adviser operating as an LLC that serves individual and family clients on a fee‑based, percentage-of-AUM model. The firm's advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, and the selection or oversight of outside advisers. It identifies itself as a capital allocator, indicating it sources third‑party managers and funds on behalf of clients rather than relying solely on internally managed strategies. The firm does not list active ESG investing and is not designated as a multistate or pension consultant in the available filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices