G

Guardant Wealth Advisors

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

0

Very Low

Average account size

About

Guardant Wealth Advisors is a registered investment adviser that offers discretionary and non-discretionary portfolio management, family office advisory, and retirement plan monitoring to a range of clients including trusts, retirement plans, and high‑net‑worth individuals. The firm’s services include investment strategy development, asset allocation, portfolio construction, and ongoing supervision, and it also works with private placements and pooled investment vehicles.

GWA typically allocates assets among mutual funds, ETFs, individual debt and equity securities, privately placed securities and Independent Managers, and it employs fundamental, technical, quantitative and qualitative analysis in its investment work. The firm conducts initial and ongoing due diligence on Independent Managers, provides clients with managers’ disclosure materials, and continues to monitor manager performance and alignment with client objectives.

What is atypical for an investment-manager firm, and emphasized in GWA’s brochure, is the formal selection and oversight of other advisers and sub‑advisors to manage portions of client assets, with engagements documented either between GWA and the manager or directly between the client and the manager. The firm also combines that manager-selection focus with family office services (governance, liquidity and exit planning) and recommends private collective vehicles and private investments, and it recently filed for adviser registration and expects to become eligible for SEC registration in the near term.

Client services

Financial planning Portfolio management Selection of other advisers Consulting & family office services

Expertise

Wealth management Passive / index investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

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Fee options

Other

Minimum fee: $1,200 per year minimum fee for investment management relationship

Main office location

Guardant Wealth Advisors

848 Brickell Avenue, Suite Ph5

Miami FL 33131, United States

Number of offices

1

Most active in

Connecticut · Florida · Maryland · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Harshvardhan V

Series 65

Southampton, NY

Guardant Wealth Advisors

Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with one year of experience at the firm. He holds the Series 65 designation. Outside of his advisory role, he is involved with Samsara Music LLC, where he has been active since 2021. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a range of investment vehicles and is notable for its formal selection and integration of third-party advisers and independent managers.

Wealth management Passive / index investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Darren G

Series 63, Series 65

Southampton, NY

Guardant Wealth Advisors

Darren Graff is a financial advisor at Guardant Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Chase Bank NA, J.P. Morgan Securities, Belpointe Asset Management, and Guardant Partners. Outside of his advisory role, he is involved as an owner or investor in several restaurant and recreational businesses. Guardant Wealth Advisors provides investment advisory, financial planning, consulting, family office, and retirement plan advisory services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a multi-manager approach, incorporating third-party advisers and independent managers alongside internal management.

Wealth management Passive / index investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Asaf M

Series 63, Series 65

New York, NY

Guardant Wealth Advisors

Asaf Markowitz is a financial advisor at Guardant Wealth Advisors in New York, NY, with credentials including Series 63 and Series 65. He has experience working at firms such as JPMorgan Chase and Oporto Delta, with a career spanning roles in financial services and asset management since 2011. Guardant Wealth Advisors provides investment advisory, financial planning, and consulting services primarily to pooled investment vehicles and institutional clients, while also serving select individual accounts. The firm employs a strategy that includes evaluating and integrating third-party advisers and independent managers, offering access to a broad range of securities and investment vehicles.

Wealth management Passive / index investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
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