Bordeaux Wealth Advisors

Bordeaux Wealth Advisors (CRD# 287758) is a financial advisory firm headquartered in Menlo Park, CA. They manage $4,437,471,849 in 247 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1550 El Camino Real, Suite 100, Menlo Park, CA 94025
https://twitter.com/focusfinancial
By the Numbers
  • Total Assets Under Management
    4,437
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $17,965,473
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, MA, NV, OR, TX, WA

Financial Advisors at Bordeaux Wealth Advisors
Showing 11 - 20 of 22 top financial advisors.
11
Philip Platt, financial advisor Kirkland WA
Philip T. Platt
CRD#: 4811718
5110 Carillon Point, Kirkland, WA 98033

Philip Platt (CRD# 4811718) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Kirkland, WA and has over 19 years of experience in the finance industry.

12
Chao Zheng, financial advisor Menlo Park CA
Chao Zheng
CRD#: 6742082
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Chao Zheng (CRD# 6742082) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has over 6 years of experience in the finance industry.

13
Gregory Camperos, financial advisor Kirkland WA
Gregory P. Camperos
CRD#: 7184254
5110 Carillon Point, Kirkland, WA 98033

Gregory Camperos (CRD# 7184254) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Kirkland, WA and has over 4 years of experience in the finance industry.

14
Liting Chuang, financial advisor Kirkland WA
Liting T. Chuang
CRD#: 6655229
5110 Carillon Point, Kirkland, WA 98033

Liting Chuang (CRD# 6655229) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Kirkland, WA and has over 3 years of experience in the finance industry.

15
Lu Dai, financial advisor Menlo Park CA
Lu Dai
CRD#: 7804459
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Lu Dai (CRD# 7804459) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has 1 year of experience in the finance industry.

16
Fabian Garces, financial advisor Menlo Park CA
Fabian Garces
CRD#: 7436962
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Fabian Garces (CRD# 7436962) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has 1 year of experience in the finance industry.

17
Kyle Gionet, financial advisor Kirkland WA
Kyle J. Gionet
CRD#: 7281609
5110 Carillon Point, Kirkland, WA 98033

Kyle Gionet (CRD# 7281609) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Kirkland, WA and has over 3 years of experience in the finance industry.

18
Lane Hustead, financial advisor Menlo Park CA
Lane P. Hustead
CRD#: 7341827
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Lane Hustead (CRD# 7341827) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has 1 year of experience in the finance industry.

19
Yanxiao Li, financial advisor Menlo Park CA
Yanxiao Li
CRD#: 7592900
1550 El Camino Real, Suite 100, Menlo Park, CA 94025

Yanxiao Li (CRD# 7592900) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Menlo Park, CA and has 1 year of experience in the finance industry.

20
Jave Ragan, financial advisor Bellevue WA
Jave D. Ragan
CRD#: 4503312
601 108th Avenue Ne, Suite 1900, Bellevue, WA 98004

Jave Ragan (CRD# 4503312) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Bellevue, WA and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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