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Gordian Wealth Advisors, LLC

Gordian Wealth Advisors, LLC. CRD 281775

Gordian Wealth Advisors, LLC logo

CRD: 281775

Gordian Wealth Advisors, LLC

Mill Valley, CA, 94941
8334673426
www.gordianwa.com
$488.7M Total AUM
$488.7M Disc. AUM
21.7% 3Y CAGR
7 Employees
114 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Atlas
Established Date
10-30-2015
Office Locations
3

Office Locations

100 B Shoreline HWY Suite 302 Mill Valley CA
74-710 Highway 111 Suite 102 Palm Desert CA
-- Richardson TX

About Gordian Wealth Advisors, LLC

Gordian Wealth Advisors is an SEC-registered RIA providing wealth management and financial/estate planning for high-net-worth families and wealth creators. The firm builds bespoke, disciplined portfolios with an emphasis on diversification and risk mitigation, including for concentrated stock positions and complex balance sheets across multiple business entities. Serves clients across San Francisco, Silicon Valley, and the Coachella Valley.

Team overview

48 AVG AGE
$97.7M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
8 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

North pioneer Bridge element Unison Optima Peak vertex Quantum Legacy zenith Glacier harbor

Client Personas

Zenith

Custodian

Crest frontier Matrix catalyst Bridge Eagle North Vector optima Ridge summit

Investment Themes

Beacon pioneer Focus vital Element Ember matrix

Investment Vehicles

Bridge Insight Alpha matrix

Platform

Pioneer

Services

Wave wave Momentum pioneer Legacy quantum Glacier atlas Eagle zenith Foundation

Technology

Radial momentum

Owner & Executives

ELLIOTT SAMUEL ELBAZ

ELLIOTT SAMUEL ELBAZ

Chief Compliance Officer, Founder, Managing Member

CRD
#2839674
Ownership
50% but less than 75%
(503) 547-8489
momentum.fusion@pathwaycapital.com
in linkedin.com/in/atlas-quantum
MICHAEL ALLEN PHIPPEN

MICHAEL ALLEN PHIPPEN

Managing Member

CRD
#3020686
Ownership
25% but less than 50%
(883) 529-6850
capital.vector@optimacapital.com
in linkedin.com/in/crest-pioneer

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Contacts

C

CULLEN EDWIN JOWITT

Wealth Advisor

CRD
#2691371
(235) 291-6899
vertex.ridge@momentumcapital.com
in linkedin.com/in/bridge-signal
W

WILLIAM EDWARD MCKENNA

--

CRD
#2815601
(889) 361-3003
radial.value@zenithcapital.com
in linkedin.com/in/unison-zenith
B

Beacon momentum

Harbor fusion signal

CRD
#83631
(547) 220-4553
matrix.unison@bridgecapital.com
in linkedin.com/in/timber-atlas

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-03-2022
03-08-2023
03-11-2024
09-25-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $488,655,071 $1,349,876
Non-Discretionary $0 --
Total $488,655,071 $1,349,876

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Separately Managed Accounts

Total SMA Asset: $488,655,071

$488.7M Total SMA
Equity - Exchange:
19.3%
Other:
7.8%
U.S. Government/Agency:
8.7%
Municipal Bonds:
21.8%
Cash:
17.5%
Corporate - Investment Grade:
20.4%
Corporate - Non-Investment Grade:
4.5%
Asset class Assets Assets %
Equity - Exchange $500,441,086 19.3%
Other $202,250,802 7.8%
U.S. Government/Agency $225,587,433 8.7%
Municipal Bonds $565,265,061 21.8%
Cash $453,767,824 17.5%
Corporate - Investment Grade $528,963,635 20.4%
Corporate - Non-Investment Grade $116,683,155 4.5%
Total $2,592,958,996 100.0%

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