{"url":"https://nivawealth.com/firms/gordian-wealth-advisors-281775","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281775","regulatoryAum":488655071,"crd":"281775","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2839674","suffix":null,"lastName":"ELBAZ","firstName":"ELLIOTT","middleName":"SAMUEL"},{"crd":"2691371","suffix":null,"lastName":"JOWITT","firstName":"CULLEN","middleName":"EDWIN"},{"crd":"2815601","suffix":null,"lastName":"MCKENNA","firstName":"WILLIAM","middleName":"EDWARD"},{"crd":"1414526","suffix":null,"lastName":"PETERS","firstName":"SCOTT","middleName":"PHILIP"},{"crd":"3020686","suffix":null,"lastName":"PHIPPEN","firstName":"MICHAEL","middleName":"ALLEN"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-01","regulatoryAum":251668917,"clients":68,"employees":5,"offices":2},{"filedOn":"2022-03-03","regulatoryAum":308620238,"clients":73,"employees":6,"offices":2},{"filedOn":"2023-03-08","regulatoryAum":270852482,"clients":98,"employees":5,"offices":2},{"filedOn":"2024-03-11","regulatoryAum":342712542,"clients":94,"employees":5,"offices":2},{"filedOn":"2025-03-19","regulatoryAum":363578918,"clients":114,"employees":5,"offices":2},{"filedOn":"2026-03-19","regulatoryAum":488655071,"clients":114,"employees":7,"offices":2}],"secFileNumber":"801-106836","legalName":"Gordian 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2A","fee_rate_low":1,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:08:36.098506+00:00","documents":[{"name":"GORDIAN WEALTH ADVISORS LLC ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021917","versionId":1021917,"submittedOn":"2026-03-19"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":160330929}],"custodyNote":"Gordian Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Elliott Elbaz","title":"Managing Member, Chief Compliance Officer","crd":"2839674"},{"name":"Michael Phippen","title":"Managing Member","crd":"3020686"}],"ownership":[{"label":"Elliott Elbaz","detail":"Managing member, chief compliance officer in the 50% to 75% ownership band and a control person, since December 2011."},{"label":"Michael Phippen","detail":"Managing member in the 25% to 50% ownership band and a control person, since December 2011."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"100 B Shoreline Hwy, Suite 302","city":"Mill Valley","headquarters":true},{"street":"73-141 Fred Waring Drive","city":"Palm Desert"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"833-467-3426","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Commissions"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":54},{"label":"U.S. government/agency bonds","percent":7},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":2},{"label":"Non-investment grade corporate bonds","percent":2},{"label":"Cash and cash equivalents","percent":2},{"label":"Other","percent":32,"detail":"Alternative Investments"}],"privateFunds":0},"sources":{"adv1FilingDate":"19 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281775/PDF/281775.pdf","brochureDate":"19 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1021917","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Gordian Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Gordian Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Gordian Wealth Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Gordian Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Gordian Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Gordian Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Gordian Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Gordian Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Gordian Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 19 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}