Gordian Wealth Advisors, LLC
● SEC registered since 2015CRD 281775SEC# 801-106836Mill Valley, CA
Reg. AUM
$488.7M
Employees
7
Accounts
362
Location
Mill Valley, CA
Gordian Wealth Advisors, LLC assets under management
Gordian Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Mill Valley, CA. The firm has been registered since 2015. It reports $488.7 million in regulatory assets under management and employs 7 people.
Gordian Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elliott Samuel Elbaz Control | Managing Member, Chief Compliance Officer | 50-75% | 2011 |
| Michael Allen Phippen Control | Managing Member | 25-50% | 2011 |
Frequently asked questions
How much does Gordian Wealth Advisors, LLC manage?
Gordian Wealth Advisors, LLC reports $488.7 million in regulatory assets under management on its Form ADV.
How many employees does Gordian Wealth Advisors, LLC have?
Gordian Wealth Advisors, LLC reports 7 employees.
Where is Gordian Wealth Advisors, LLC located?
Gordian Wealth Advisors, LLC is based in Mill Valley, CA and has been SEC-registered since 2015.
Does Gordian Wealth Advisors, LLC disclose fund performance?
Gordian 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 | 100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941 |
| Phone | 833-467-3426 |
| Fax | 800-553-7040 |
| Office hours | 7:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$488.7M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$488.7Mregulatory AUM
Discretionary $488.7M