Gordian Wealth Advisors, LLC

Overview

Gordian Wealth Advisors, LLC is an independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm charges a mix of percentage-of-AUM fees, fixed fees and commissions, and its advisors also operate as registered representatives of a broker-dealer. According to the filing, Gordian is not identified as an active ESG investor, is not a pension consultant, and the adviser is owned by an individual. The firm has business roles beyond pure advisory work: it is affiliated with other investment advisers and acts in sponsor/GP and managing-member capacities for pooled investment vehicles. That alignment suggests Gordian structures or sponsors private investment vehicles in addition to directing client investments to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices