Guardant Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$202,046,934
Clients
56
Advisors
3
across 3 offices
About
Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, financial planning, family office advisory, and retirement plan advisory. The firm also facilitates client access to private and alternative investments through third‑party platform providers and may sponsor or facilitate investments in special purpose vehicles (SPVs).
GWA builds customized asset-allocation and portfolio strategies, using Independent Managers for portions of client assets and employing fundamental, technical, quantitative, and qualitative analysis while conducting periodic portfolio reviews. For private and alternative investments it relies on platform infrastructure for sourcing, subscription, administration and reporting, and typically uses issuer- or third‑party valuations for privately held interests when incorporating them into client reporting.
Compared with many peers, GWA is affiliated with an in‑house private investment sponsor (Guardant Capital LP / Guardant Capital Partners), and principals have indirect economic interests in SPVs the affiliate may sponsor; the firm discloses and manages these conflicts through written disclosures, allocation procedures and supervisory oversight. The firm’s small advisory team managing a multi‑hundred‑million dollar asset base across a limited number of client relationships, combined with its explicit family office services and estate‑planning support offerings, makes its operating model and use of affiliated private‑sponsor vehicles noteworthy relative to typical supported firms.
Client services
Expertise
Fee options
Up to 2.00%, negotiated individually
Fee-only: Annual advisory fee based on AUM, maximum 2.00%, negotiated with client; reporting fee up to 0.20% on non-managed assets if charged.
Main office
848 Brickell Avenue, Suite PH5
Miami FL 33131, United States
Offices (3)
Most active in
Connecticut · Florida · Maryland · New Jersey · New York · Texas
Also doing business as
Guardant Partners LLC · Guardant Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Harshvardhan V
Series 65
Southampton, NY
Guardant Wealth Advisors
Harshvardhan Ved is a financial advisor at Guardant Wealth Advisors with Series 65 credentials and one year of industry experience. Prior to joining the firm, he was involved with Samsara Music LLC and Justcode. Outside of his advisory role, he maintains ongoing involvement with Samsara Music LLC. Guardant Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, family office advisory, and retirement plan services. The firm emphasizes customized asset allocation using independent managers and provides access to private and alternative investments through third-party platforms and affiliated special purpose vehicles.
Peter K
Series 66
New York, NY
Guardant Wealth Advisors
Peter Kunze is a financial advisor at Guardant Wealth Advisors in New York, NY, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Overbrook Management Corp. and J.P. Morgan Securities LLC, as well as a 16-year tenure with JPMorgan Chase Bank, N.A. Guardant Wealth Advisors provides discretionary and non-discretionary investment and wealth management services, family office advisory, and retirement plan advisory. The firm uses customized asset-allocation strategies, independent managers, and a variety of analytical methods, while also offering access to private and alternative investments through third-party platforms and affiliated private sponsors.
Darren G
Series 63, Series 65
Southampton, NY
Guardant Wealth Advisors
Darren Graff is a financial advisor at Guardant Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase Bank NA, J.P. Morgan Securities, Merrill, and Belpointe Asset Management. Outside of his advisory role, he is involved as an owner and passive investor in several restaurant and recreational event businesses. Guardant Wealth Advisors offers investment and wealth management services, including family office advisory and retirement plan advisory. The firm uses customized asset-allocation strategies with independent managers and provides client access to private and alternative investments through third-party platforms and affiliated private investment sponsors.
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