Bordeaux Wealth Advisors LLC is a large advisory firm based in Menlo Park. It manages $2.28 billion of regulatory assets for 127 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Texas, and Washington.
Bordeaux Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bordeaux Wealth Advisors LLC is $2.28 billion. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bordeaux Wealth Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to charitable organizations and high net worth individuals. The largest group of clients of Bordeaux Wealth Advisors is high net worth individuals with 124 clients and $2.23 billion of assets under management. Among the 8 most similar advisory firms, Bordeaux Wealth Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.28 billion for 127 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bordeaux Wealth Advisors doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. 10 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Bordeaux Wealth Advisors LLC performs its advisory services is located at 3000 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-289-1105 or by fax 650-472-8016. The normal business hours are 8:00 am - 5 pm on Monday - Friday. You can find more information about the New York firm at bordeauxwealthadvisors.com and its LinkedIn profile.