Bordeaux Wealth Advisors LLC
CRD 287758SEC# 801-110221Menlo Park, CA
No longer SEC-registered. Bordeaux Wealth Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.64B
Employees
34
Accounts
340
Location
Menlo Park, CA
Bordeaux Wealth Advisors LLC assets under management
Bordeaux Wealth Advisors LLC operates as an SEC-registered investment adviser based in Menlo Park, CA. It reports $5.6 billion in regulatory assets under management and employs 34 people.
Bordeaux Wealth Advisors LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Keith Murdock Control | Managing Partner | Under 5% | 2017 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2017 |
| James Michael Hering Control | Managing Partner | Under 5% | 2020 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bordeaux Wealth Advisors LLC manage?
Bordeaux Wealth Advisors LLC reports $5.6 billion in regulatory assets under management on its Form ADV.
How many employees does Bordeaux Wealth Advisors LLC have?
Bordeaux Wealth Advisors LLC reports 34 employees.
Where is Bordeaux Wealth Advisors LLC located?
Bordeaux Wealth Advisors LLC is based in Menlo Park, CA.
Does Bordeaux Wealth Advisors LLC disclose fund performance?
Bordeaux Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1550 el Camino Real, Suite 100, Menlo Park, CA 94025 |
| Office hours | 8:00 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$5.64B▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$5.64Bregulatory AUM
Discretionary $4.71BNon-discretionary $930.3M