Gordian Wealth Advisors

Gordian Wealth Advisors

Investment Management, 100 Shoreline Hwy, Mill Valley, California, 94941, United States, 1-10 Employees

gordianwa.com

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Who is GORDIAN WEALTH ADVISORS

Gordian Wealth Advisors specializes in developing customized solutions for wealth creators with complex financial needs. Our team creates individual strategies for wealth creators with co...

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  • 100 Shoreline Hwy, Mill Valley, California, 94941, United States Headquarters: 100 Shoreline Hwy, Mill Valley, California, 94941, United States
  • 2011 Date Founded: 2011
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211 | NAICS Code: 561990 | Show More

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Gordian Wealth Advisors Org Chart and Mapping

Employees

James Rosenau

Vice President of Client Relationship & Operations

Mike Phippen

Chief Investment Officer

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Frequently Asked Questions Regarding Gordian Wealth Advisors

Answer: Gordian Wealth Advisors's headquarters are located at 100 Shoreline Hwy, Mill Valley, California, 94941, United States

Answer: Gordian Wealth Advisors's phone number is +18*********

Answer: Gordian Wealth Advisors's official website is https://gordianwa.com

Answer: Gordian Wealth Advisors's revenue is $1 Million to $5 Million

Answer: Gordian Wealth Advisors's SIC: 6211

Answer: Gordian Wealth Advisors's NAICS: 561990

Answer: Gordian Wealth Advisors has 1-10 employees

Answer: Gordian Wealth Advisors is in Investment Management

Answer: Gordian Wealth Advisors contact info: Phone number: +18********* Website: https://gordianwa.com

Answer: Gordian Wealth Advisors specializes in developing customized solutions for wealth creators with complex financial needs. Our team creates individual strategies for wealth creators with concentrated stock positions, multiple business entities, a wide range of assets or whose situation requires simplifying the complex. Through our partnership with Sanctuary Wealth Advisors, we offer wealth management services to people changing the world through their intelligence and determination. Our mission is to empower wealth creators and their families to take control of their financial assets in a way that enables them to make a meaningful contribution to their personal family legacy and the world we live in. We bring you the shared experience of sophisticated investors and other wealth creators. We provide access to the best ideas and the best talent. We are driven by an understanding that your trust is a privilege and that a personal relationship is the best way to serve you. We are active listeners who work with wealth creators who require the same inspired thinking and commitment from their advisors as they demand from themselves.

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