GUERRA WEALTH ADVISORS
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 282409
- Registered since
- November 15, 2023
- Website
- guerrafinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.75%
- Individuals41.76%
- Corporations / Businesses5.44%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Guerra Wealth Advisors is an independent, SEC-registered registered investment adviser (since 2023) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships. It operates as a capital allocator—selecting outside managers and funds on behalf of clients—and delivers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds47%
- Exchange Traded Equities38%
- Cash & Cash Equivalents14%
- State & Local Bonds1%
Owners & executives
1 of 1fabian guerra
Partner, CEOCRD 6601364
Contacts
3 of 11Mark Barefield
Wealth ManagerCRD 6481913
DANIEL NUNEZ
Financial SpecialistCRD 7597110
Mateo Alzate
Wealth AdvisorCRD 7560137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 298Active vs passive
$196M in ETFs
91%
$178M
7%
$18.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $15.6M | 23,449 | 7.98% |
Location
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
- 6401 SW 87th Ave
- Time zone
- ET (UTC-5)
- Office locations
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