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Bordeaux Wealth Advisors
Bordeaux Wealth Advisors was established in 2017 by principals who had previously worked at Brownson, Rehmus & Foxworth. The firm targeted technology-driven...
Bordeaux Wealth Advisors
Bordeaux Wealth Advisors was established in 2017 by principals who had previously worked at Brownson, Rehmus & Foxworth. The firm targeted technology-driven wealth from Silicon Valley liquidity events and maintained a multi-family office model focused on integrated advisory services. Investment activity included public equity positions such as Hubbell Inc. and ETF holdings in IVV and VTI. The firm also participated in venture co-investments including the 2018 SmartAsset Series C round alongside Insight Venture Partners. Geographic reach covered North America with primary operations in California and an expanded presence in Washington state after the 2024 acquisition of Executive Wealth Group. The firm reported 5.6 billion dollars in assets under management prior to its July 2025 merger into Focus Partners Wealth. Additional offices operated in Bellevue following the tuck-in of Executive Wealth Group. Bordeaux maintained relationships with custodians including Charles Schwab and Fidelity and supported local philanthropic efforts through the Boys & Girls Clubs of the Peninsula. The 2017 entry into the Focus Financial Partners network provided succession planning and operational scale that ultimately led to full absorption in 2025. This hybrid RIA structure allowed Bordeaux to retain client-facing independence for several years while accessing centralized resources unavailable to unaffiliated multi-family offices.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
Corporate office
1550 El Camino Real Suite 100, Menlo Park, CA, United States
Additional offices
Bellevue, WA, United States
Principals
Tom Myers
Managing Partner and CEO
Dave Murdock
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Bordeaux Wealth Advisors?
Tom Myers served as Managing Partner and CEO with oversight of investment and client strategy. Dave Murdock acted as a principal supporting portfolio construction and planning.
How does Bordeaux Wealth Advisors source proprietary deal flow?
The firm accessed venture opportunities through its Focus Financial Partners network, including the 2018 SmartAsset co-investment. Direct relationships with Silicon Valley executives also generated private opportunities.
Is Bordeaux Wealth Advisors structured as a single family office or does it operate more like a venture firm?
Bordeaux operated as a multi-family office serving multiple technology and private equity families. It maintained a registered investment adviser structure with co-investment activity rather than a dedicated venture fund.
Does Bordeaux Wealth Advisors participate in fund commitments or only direct deals?
The firm executed both public market positions and select direct co-investments. Examples include ETF holdings and the SmartAsset Series C participation.
What investment stages does Bordeaux Wealth Advisors typically target?
Activity spanned public equities and late-stage venture co-investments. Holdings included established companies such as Hubbell Inc. alongside growth-stage financial technology platforms.
Where does the underlying wealth come from?
Clients derived wealth primarily from technology company liquidity events and private equity realizations in Silicon Valley.
How is Bordeaux Wealth Advisors related to Focus Financial Partners?
Bordeaux joined the Focus network in 2017 and fully merged into Focus Partners Wealth effective July 2025.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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