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GORDIAN WEALTH ADVISORS, LLC
CRD 281775 · SEC 801-106836
100 B SHORELINE HWY, SUITE 302, MILL VALLEY, CA, 94941, United States
Phone
833-467-3426
Fax
800-553-7040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$488.7M
Discretionary AUM
$488.7M
Team
7 total employees; 5 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 114 | $488.7M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD