SEC-Registered Investment Adviser
Gordian Wealth Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 19, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 30, 2015
- Principal office
- 100 B Shoreline Hwy, Suite 302, Mill Valley, CA 94941
- Organized as
- Limited Liability Company, CA
- Fiscal year end
- December
- Other offices
- 1
- Website
- HTTP://WWW.GORDIANWA.COM
Scale
- Regulatory AUM
- $488.7M
- Attributable to non-US clients
- $36.0M
- Accounts
- 362
- Clients
- 0
- Employees
- 7, 5 in advisory roles
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $40.1M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses and selection of other advisers
- Compensated by
- a percentage of assets under management, fixed fees and commissions
- Client types
- high net worth individuals (114)
- Also engaged as
- registered representative of a broker-dealer
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 investment adviser
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 19, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.