GORDIAN WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$489M
Discretionary
$489M
100% of AUM
Avg account
$1.3M
Accounts
362
Employees
7
Advisory reps
5

Firm details

Headquarters
MILL VALLEY, California
CRD number
281775
Registered since
October 30, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gordian Wealth Advisors, LLC is an independent registered investment adviser that focuses on wealth management for individuals and families. The firm combines financial planning, discretionary portfolio management and the selection of third‑party advisers, and it also operates as a registered representative of a broker‑dealer. That mix positions the firm to provide both fee‑based advisory solutions and access to commissionable or placement products when appropriate. Investment activity skews toward equity exposure, with a clear preference for exchange‑traded equities within separately managed accounts. The firm also acts as a capital allocator: it sponsors and manages pooled vehicles and maintains roles as a general partner or managing member in those vehicles, which aligns with its use of external alternative managers and private fund structures. Gordian’s business model supports tailored strategies for high‑net‑worth households through direct fund sponsorship, third‑party manager selection and brokerage access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Other 32%, US Government Bonds 7%, State & Local Bonds 4%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%54%
  • Exchange Traded Equities54%
  • Other32%
  • US Government Bonds7%
  • State & Local Bonds4%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • MICHAEL PHIPPEN

    Chief Investment OfficerCRD 3020686

Contacts

3 of 4
  • ELLIOTT ELBAZ

    FounderCRD 2839674

  • CULLEN JOWITT

    Executive Vice PresidentCRD 2691371

  • SCOTT PETERS

    Director of Fixed Income AlternativesCRD 1414526

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MILL VALLEY, CA

MARIN

Location

MILL VALLEY, CA

Headquartered in MILL VALLEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
MARIN
Address
100 Shoreline Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth