Gordian Wealth Advisors, LLC

RIASEC RegisteredEst. 2015

Total AUM

$489M

Discretionary

$489M

100% of AUM

Avg account

$1.3M

Accounts

362

Employees

Advisory reps

Firm details

Headquarters: Mill Valley, California
CRD number: 281775
Registered since: October 30, 2015
Website: www.gordianwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Gordian Wealth Advisors, LLC is an independent registered investment adviser that has been SEC-registered since 2015. The firm primarily serves individual and family clients and operates as a capital allocator: it builds portfolios directly and also selects third-party managers. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Gordian operates with multiple fee arrangements (percentage of AUM, fixed fees and commissions) and also functions as a registered representative of a broker-dealer. The firm does not identify as an active ESG investor. Industry roles beyond advisory include acting as an investment sponsor/GP and managing member of pooled investment vehicles, indicating some in-house fund activity in addition to outside manager allocations.