Gordian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Gordian Wealth Advisors reports 114 high-net-worth individuals. Of its assets, 100.0% ($489M across 362 accounts) are managed with discretion. Of its clients, 4% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 114 | $489M | 100.0% | $4.29M |
| Total | 114 | $489M | 100% | $4.29M |
- Clients
- 114
- Regulatory AUM
- $489M
- AUM share
- 100.0%
- Avg. per client
- $4.29M
Total
- Clients
- 114
- Regulatory AUM
- $489M
- AUM share
- 100%
- Avg. per client
- $4.29M
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Gordian Wealth Advisors charges 1.00%–1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Fee details and sources
Elliott Elbaz owns 50% to 75% of Gordian Wealth Advisors. The leadership team of Gordian Wealth Advisors includes Chief Compliance Officer Elliott Elbaz. It has 7 employees, 5 of them in advisory roles.
Leadership
- Elliott ElbazManaging Member, Chief Compliance Officer
- Michael PhippenManaging Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 5 in advisory functions
- 5 state-registered reps
- 5 broker-dealer reps
- 1 insurance agent
- Owns 50% to 75% of Gordian Wealth Advisors, LLC
Elliott Elbaz
Control person · since December 2011
- Owns 25% to 50% of Gordian Wealth Advisors, LLC
Michael Phippen
Control person · since December 2011
Gordian Wealth Advisors’ regulatory assets grew 1.9× from $252M (March 2021) to $489M (March 2026); clients rose from 68 to 114 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $489M | 114 | 7 | 2 |
| March 2025 | $364M | 114 | 5 | 2 |
| March 2024 | $343M | 94 | 5 | 2 |
| March 2023 | $271M | 98 | 5 | 2 |
| March 2022 | $309M | 73 | 6 | 2 |
| March 2021 | $252M | 68 | 5 | 2 |
Besides its headquarters, Gordian Wealth Advisors has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 100 B Shoreline Hwy, Suite 302, Mill ValleyHQ
- 73-141 Fred Waring Drive, Palm Desert
Contact and registration details
- Legal name
- Gordian Wealth Advisors, LLC
- Headquarters
- 100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
- Website
- gordianwa.com
- Phone
- 833-467-3426
- SEC file
- 801-106836
- Founded
- 2011
- Structure
- California LLC
- Fiscal year end
- December
Gordian Wealth Advisors uses Charles Schwab ($160M) as custodian for its separately managed accounts. Gordian Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $160M100%
At year end, Gordian Wealth Advisors’ separately managed accounts were mostly in stocks (54%) and bonds (15%).
What the accounts hold
- Stocks54%
- Bonds15%
- U.S. government and agency bonds7%
- State and local bonds4%
- Investment grade corporate bonds2%
- High-yield corporate bonds2%
- Cash2%
- Other32%
- Alternative investments32%
How many clients does Gordian Wealth Advisors have?
Gordian Wealth Advisors has 114 clients and manages $489 million for them, as of March 2026. They include 114 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 19 March 2026
What services does Gordian Wealth Advisors offer?
Gordian Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Gordian Wealth Advisors charge?
Gordian Wealth Advisors charges 1.00%–1.50% a year for its Asset Management. The fee is billed in advance and is negotiable.
Source: GORDIAN WEALTH ADVISORS LLC ADV PART 2A, filed 19 March 2026
Which custodians does Gordian Wealth Advisors use?
Gordian Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $160M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 19 March 2026
How many financial advisors does Gordian Wealth Advisors have?
Gordian Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Gordian Wealth Advisors invest in?
At the end of its last fiscal year, Gordian Wealth Advisors’ separately managed accounts held 54% exchange-traded equities, 32% other, 7% U.S. government and agency bonds, 4% state and local bonds, 2% investment grade corporate bonds, 2% high-yield corporate bonds and 2% cash and equivalents. The 32% other category is described as: Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Gordian Wealth Advisors?
Gordian Wealth Advisors’ direct owners are Elliott Elbaz (50% to 75%) and Michael Phippen (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 19 March 2026
How does Gordian Wealth Advisors get paid?
Gordian Wealth Advisors is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Gordian Wealth Advisors?
Gordian Wealth Advisors’ main office is at 100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941. Its phone number is 833-467-3426. Its website is gordianwa.com.