Gordian Wealth Advisors, LLC
Gordian Wealth Advisors, LLC is an SEC-registered wealth manager in Mill Valley, CA with $488.7M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Gordian Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281775, SEC 801-106836, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $488.7M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Mill Valley, CA
- Employees
- 7
- Clients
- 114
- CRD
- 281775
- Ownership
- ELBAZ, ELLIOTT, SAMUEL; PHIPPEN, MICHAEL, ALLEN
How much AUM does Gordian Wealth Advisors, LLC have?
Gordian Wealth Advisors, LLC reported $488.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Gordian Wealth Advisors, LLC?
Disclosed owners and executives of Gordian Wealth Advisors, LLC include ELBAZ, ELLIOTT, SAMUEL, PHIPPEN, MICHAEL, ALLEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.