Gordian Wealth Advisors, LLC
Gordian Wealth Advisors, LLC (CRD# 281775) is a financial advisory firm headquartered in Mill Valley, CA. They manage $342,712,542 in 323 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management343MILLION
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Total Number of Accounts323ACCOUNTS
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Average Account Value$1,061,030
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, TX
Elliott Elbaz (CRD# 2839674) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 27 years of experience in the finance industry.
Cullen Jowitt (CRD# 2691371) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Palm Desert, CA and has over 28 years of experience in the finance industry.
Scott Peters (CRD# 1414526) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 38 years of experience in the finance industry.
Michael Phippen (CRD# 3020686) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Mill Valley, CA and has over 22 years of experience in the finance industry.