Guerra Wealth Advisors
SEC RegisteredBe Retirement Ready
About the firm
Guerra Wealth Advisors is a proudly independent fiduciary advisory firm based in South Florida. With nearly 40 years of combined experience, the firm manages $600M+ with thousands of clients, helping families transform the way they retire.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers a five-part financial planning process covering Retirement Planning, Investment Management, Tax Planning, Asset Protection, and Estate Planning, delivered by one dedicated team overseeing a client's complete financial picture.
Who they serve
Families in South Florida seeking retirement planning and comprehensive financial guidance.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,444 | $170M |
| High Net Worth Individuals | 507 | $214M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
Data as of March 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Guerra Wealth Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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