Gordian Wealth Advisors

Investment Bank/Securities Brokerage
Mill Valley CA
6 employees
Investment Management

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Company Overview

Headquarters: 100 Shoreline Hwy Bldg B Suite 302, Mill Valley CA

Website: gordianwa.com

Phone: (415) 383-9990

Employees: 6

Founded in: 2011

Industry: Investment Bank/Securities Brokerage

NAICS Code: NAICS Code 52393 Companies

NAICS Code 5239 Companies

NAICS Code 523 Companies

NAICS Code 52 Companies

SIC Code: SIC Code 628 Companies

SIC Code 62 Companies

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Financials & Stats

Revenue

$1B

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Who is Gordian Wealth Advisors

Gordian Wealth Advisors is a small investment advisory firm based in Mill Valley, California. Employing five people, the firm generates an annual revenue of $2.5 million. Gordian Wealth Advisors specializes in developing customized financial solutions for high-net-worth individuals with complex needs. Their client base primarily consists of "wealth creators" who possess concentrated stock holdings, manage multiple businesses, or have a diverse portfolio of assets. The firm also assists individuals seeking to simplify their financial affairs. Through a partnership with Sanctuary Wealth Advisors, Gordian Wealth Advisors offers a comprehensive range of wealth management services. They emphasize personalized relationships and a commitment to understanding their clients' goals and aspirations. The firm's mission is to empower clients to effectively manage their wealth while making a meaningful contribution to their families and the world. To connect with Gordian Wealth Advisors, visit their website at gordianwa.com.

Gordian Wealth Advisors Industry Tags

Wealth Management

Generational wealth transfer

Hedge Fund of Funds

concentrated stock positions

10b5-1 Plans

Equity Capital Raise

Insurance

Alternative Investments

Lattice Strategies

Endowment Model Investment Portfolios

Fixed Income Investing

Investment Bank/Securities Brokerage

Management Investment

Open-ended

Investment Management

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Gordian Wealth Advisors Tech Stack

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PHP

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Companies Similar to Gordian Wealth Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Gordian Wealth Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name	Revenue	Number of Employees	Location	Founded in
Talson Partners LP	1M	5	Darien, CT	2009
Boston Mountain Money Management Inc	1M	3	Bentonville, AR
WealthGuard Advisors	1M	6	Placerville, CA	2010
Irving Investors	1M	8	Denver, CO	2009
KT Capital Partners	1M	7	Atlanta, GA	2007

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FAQ

What is the location of Gordian Wealth Advisors's headquarters?

The headquarters of Gordian Wealth Advisors are situated at 100 Shoreline Hwy Bldg B Suite 302, Mill Valley CA

What is Gordian Wealth Advisors's phone number?

Gordian Wealth Advisors's contact number is (415) 383-9990.

What is Gordian Wealth Advisors's official website?

The official website of Gordian Wealth Advisors can be found at gordianwa.com.

What is Gordian Wealth Advisors's current revenue?

As of January 2015, Gordian Wealth Advisors's annual revenue reached $1B.

How many employees does Gordian Wealth Advisors currently have?

Gordian Wealth Advisors employs approximately 6+ people as of January 2015

Which industries is Gordian Wealth Advisors primarily operating in?

Gordian Wealth Advisors operates in the following industries: Investment Management

What are Gordian Wealth Advisors's industry tags?

Gordian Wealth Advisors's industry tags include: Wealth Management, Generational wealth transfer, Hedge Fund of Funds

When was Gordian Wealth Advisors founded?

Gordian Wealth Advisors was founded in 2011.

Employee Directory

Key Employees

Elliott Elbaz

Founder

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Mike Phippen

Chief Investment Officer

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Kevin Wasserman

V.P. of Operations

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