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Gordian Wealth Advisors, LLC

● SEC registered since 2015CRD 281775SEC# 801-106836Mill Valley, CA
Export (members)
Reg. AUM
$363.6M
Employees
5
Accounts
343
Location
Mill Valley, CA

Gordian Wealth Advisors, LLC assets under management

Gordian Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Mill Valley, CA. The firm has been registered since 2015. It reports $363.6 million in regulatory assets under management and employs 5 people.

Gordian Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Elliott Samuel Elbaz ControlManaging Member, Chief Compliance Officer50-75%2011
Michael Allen Phippen ControlManaging Member25-50%2011

Frequently asked questions

How much does Gordian Wealth Advisors, LLC manage?

Gordian Wealth Advisors, LLC reports $363.6 million in regulatory assets under management on its Form ADV.

How many employees does Gordian Wealth Advisors, LLC have?

Gordian Wealth Advisors, LLC reports 5 employees.

Where is Gordian Wealth Advisors, LLC located?

Gordian Wealth Advisors, LLC is based in Mill Valley, CA and has been SEC-registered since 2015.

Does Gordian Wealth Advisors, LLC disclose fund performance?

Gordian Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
Phone833-467-3426
Fax800-553-7040
Office hours7:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$363.6M
Non-discretionary$0
Total (RAUM)$363.6M