| Name | Title | Ownership | Since |
|---|---|---|---|
| David Keith Murdock Control | Managing Partner | Under 5% | 2017 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
| James Michael Hering Control | Managing Partner | Under 5% | 2020 |
Bordeaux Wealth Advisors LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
Bordeaux Wealth Advisors LLC reports 34 employees.
Bordeaux Wealth Advisors LLC is based in Menlo Park, CA.
Bordeaux Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1550 el Camino Real, Suite 100, Menlo Park, CA 94025 |
| Office hours | 8:00 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $4.71B |
| Non-discretionary | $930.3M |
| Total (RAUM) | $5.64B |