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).

Current Firm Details
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
http://www.gordianwa.com
By the Numbers
  • Total Assets Under Management
    343
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $1,061,030
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Gordian Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Elliott Elbaz, financial advisor Mill Valley CA
Elliott S. Elbaz
CRD#: 2839674
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941

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.

2
Cullen Jowitt, financial advisor Palm Desert CA
Cullen E. Jowitt
CRD#: 2691371
74-710 Highway 111, Suite 102, Palm Desert, CA 92260

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.

3
Scott Peters, financial advisor Mill Valley CA
Scott P. Peters
CRD#: 1414526
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941

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.

4
Michael Phippen, financial advisor Mill Valley CA
Michael A. Phippen
CRD#: 3020686
100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941

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.

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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