LP Profile

Gordian Wealth Advisors

Also known as gordian wealth

Wealth ManagerMill Valley, United StatesFounded 2011
$271M
Assets Under Management
Mill Valley
Headquarters
Investment Focus

About Gordian Wealth Advisors

Gordian Wealth Advisors, LLC is an independent SEC-registered investment advisor in San Francisco. It provides wealth management for high-net-worth families in complex financial markets, with custom investment portfolios and risk mitigation strategies. Its clients are in the San Francisco and Coachella Valley regions.

Preferred Investment Types

Early StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)Real Estate - General

Preferred Sectors & Themes

Information TechnologyReal EstateResidential Property Acquisition & DevelopmentIndustrial Property Acquisition & DevelopmentRetail Property Acquisition & Development

Preferred Geographies

EuropeNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Gordian Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$488.7M
Total Clients
362
Filing Date
March 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Gordian Wealth Advisors?

Gordian Wealth Advisors is a wealth manager based in Mill Valley, United States, managing approximately $271M in assets.

Where is Gordian Wealth Advisors headquartered?

Gordian Wealth Advisors is headquartered in Mill Valley, United States.

How much does Gordian Wealth Advisors manage?

Gordian Wealth Advisors manages approximately $271M in assets under management.

When was Gordian Wealth Advisors founded?

Gordian Wealth Advisors was founded in 2011.

What does Gordian Wealth Advisors invest in?

Gordian Wealth Advisors focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General), Real Estate - General, Information Technology, Real Estate.

How can I contact Gordian Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Gordian Wealth Advisors are available on LPbacked. Create a free account to access them.