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GUERRA ADVISORS INC.

UUIDd722d467-a3c5-5eaf-9117-87cb74f394c5
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 282409 282409 1.0
cik 0002055363 2055363
sec_file_number 801-128924 801-128924

Profile

Websitehttps://guerrawealth.com/
HQ CityMIAMI
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • GUERRA WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)260,048,968.0
  • RAUM (discretionary)260,048,968.0
  • Actionable assets13,499,628.0
  • Accounts4,267.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM2,993,397.0
  • Charitable AUM0.0
  • HNW AUM0.0

As of 2025-06-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.