Gordian Wealth Advisors, LLC

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Gordian Wealth Advisors, LLC Overview

Type

Multi Family Office

General Information

Gordian Wealth Advisors, LLC is a multi-family office headquartered in Mill Valley, United States. Founded in 2011, the firm’s wealth originates from founder Elliott Elbaz’s two-decade investment-banking and asset-management track record and co-principal Michael Phippen’s institutional portfolio management experience. The office serves technology entrepreneurs, business owners and other wealth creators with investment advisory, risk management, estate strategies and philanthropic counsel—deploys customized multi-asset portfolios and generational planning.

Contact Information

Website:
https://www.gordianwa.com/

Year Founded:

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
100 B Shoreline Hwy, Mill Valley, CA

Portfolio & Notable Allocations


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