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Gordian Wealth Advisors
Gordian Wealth Advisors was established by Elliott Elbaz after his investment-banking career. Co-principal Michael Phippen contributes institutional portfolio...
Gordian Wealth Advisors
Gordian Wealth Advisors was established by Elliott Elbaz after his investment-banking career. Co-principal Michael Phippen contributes institutional portfolio experience. The firm’s wealth stems from these principals’ prior roles rather than a single operating company. The office deploys capital through fund-of-funds structures and manager access. Confirmed exposures include private equity, real estate via Gordian Capital Strategies LP, hedge funds, private credit, commodities and natural resources. Geographic focus remains North America. The firm maintains no direct deal program and instead provides access to external managers. Assets total 348 million dollars. The firm employs Charles Schwab as custodian since 2011 and Sanctuary Wealth Services for infrastructure. Elliott Elbaz serves on the board of the Belvedere Tennis Club. No dated operational events from the last 24 months appear in available records. Governance centers on the founding principals with no disclosed succession vehicle or external ownership. Philanthropic ties include trustee roles at Admiral Farragut Academy Foundation and support for Inland Empire Community Foundation.
General information
Firm type
Multi Family Office
Year founded
2015
Location
Region
North America
Country
United States
City
Mill Valley
Corporate office
100 B Shoreline Hwy, Mill Valley, CA
Principals
Elliott Elbaz
Founder and Chief Compliance Officer
Michael Phippen
Co-principal and Chief Investment Officer
Britt Doyle
Co-founder
Sector focus
Frequently asked questions
Who runs investment decisions at Gordian Wealth Advisors?
Elliott Elbaz serves as founder and chief compliance officer. Michael Phippen acts as co-principal and chief investment officer.
Does Gordian Wealth Advisors participate in fund commitments or only direct deals?
The firm invests through external managers and provides access to a universe of investment managers. It maintains no direct deal program.
Where does the underlying wealth come from?
Wealth originates from founder Elliott Elbaz’s investment-banking and asset-management track record and co-principal Michael Phippen’s institutional portfolio management experience.
Which asset classes does Gordian Wealth Advisors allocate to?
Allocations include private equity, real estate, hedge funds, private credit, commodities and natural resources.
How is Gordian Wealth Advisors related to its service providers?
Charles Schwab has served as custodian since 2011. Sanctuary Wealth Services provides infrastructure and institutional support since the same year.
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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