Philip Thomas Platt
Chief Compliance Officer & Chief Operating OfficerBordeaux Wealth Advisors LLCCRD 4811718
About Philip Thomas Platt
Philip Thomas Platt is listed as Chief Compliance Officer & Chief Operating Officer at Bordeaux Wealth Advisors LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Bordeaux Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Philip Thomas Platt work?
Philip Thomas Platt is listed as Chief Compliance Officer & Chief Operating Officer at Bordeaux Wealth Advisors LLC on SEC Form ADV.
How much of Bordeaux Wealth Advisors LLC does Philip Thomas Platt own?
Form ADV reports a beneficial ownership band of Under 5%.
Bordeaux Wealth Advisors LLC
| Title | Chief Compliance Officer & Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |