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GUARDANT WEALTH ADVISORS
Legal name: GUARDANT PARTNERS LLC
CRD 339708File 801-135000
APPROVED
Retail clients
Filing as of May 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$149.3M
Bottom 25% of cohort (national)
Discretionary AUM
$149.3M
Non-discretionary $22K
Clients
35
130 accounts
Employees
4
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 5, 2026
- Principal office
- 848 BRICKELL AVENUE, SUITE PH5, MIAMI, FL, 33131
- Phone
- 305-845-7511
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $149.3M
- Discretionary AUM
- $149.3M
- Non-discretionary AUM
- $22K
- Discretionary accounts
- 128
- Non-discretionary accounts
- 2
- Total accounts
- 130
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $4.7M |
| High net worth individuals | 19 | $120.9M |
| Pension and profit sharing plans | Fewer than 5 | $2.2M |
| Individuals (other than high net worth individuals) | 15 | $21.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.