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Philip Thomas Platt

Chief Compliance Officer & Chief Operating OfficerBordeaux Wealth Advisors LLCCRD 4811718

About Philip Thomas Platt

Philip Thomas Platt is listed as Chief Compliance Officer & Chief Operating Officer at Bordeaux Wealth Advisors LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Bordeaux Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Philip Thomas Platt work?

Philip Thomas Platt is listed as Chief Compliance Officer & Chief Operating Officer at Bordeaux Wealth Advisors LLC on SEC Form ADV.

How much of Bordeaux Wealth Advisors LLC does Philip Thomas Platt own?

Form ADV reports a beneficial ownership band of Under 5%.

Bordeaux Wealth Advisors LLC

TitleChief Compliance Officer & Chief Operating Officer
OwnershipUnder 5%
Control personYes
Since2024
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