Be advised. This firm is no longer registered.

Capital Guardian Wealth Management, LLC

Capital Guardian Wealth Management, LLC (CRD# 131631) is a financial advisory firm headquartered in Miami, FL. They manage $593,253,073 in 2,500 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
1395 Brickell Avenue, Suite 800, Miami, FL 33131
http://www.capitalguardianllc.com
By the Numbers
  • Total Assets Under Management
    593
    MILLION
  • Total Number of Accounts
    2,500
    ACCOUNTS
  • Average Account Value
    $237,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, LA, MA, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV

Financial Advisors at Capital Guardian Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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