GORDIAN WEALTH ADVISORS, LLC
Firm details
- Headquarters
- MILL VALLEY, California
- CRD number
- 281775
- Registered since
- October 30, 2015
- Website
- www.gordianwa.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Other32%
- US Government Bonds7%
- State & Local Bonds4%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1MICHAEL PHIPPEN
Chief Investment OfficerCRD 3020686
Contacts
3 of 4ELLIOTT ELBAZ
FounderCRD 2839674
CULLEN JOWITT
Executive Vice PresidentCRD 2691371
SCOTT PETERS
Director of Fixed Income AlternativesCRD 1414526
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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