MILL VALLEY, CACRD 281775Latest ADV March 19, 2026
Gordian Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated March 19, 2026, reports $489M in regulatory assets under management, 7 employees, 1 office, and 362 accounts.
Assets Under Management
$489M
Employees
7
Offices
1 office
Total Clients
114
Primary office
MILL VALLEY, CA
100 B SHORELINE HWY, SUITE 302, MILL VALLEY, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
114
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$489Mas of March 19, 2026
Discretionary100.0%
$489M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$489M
Total Accounts362
10Y AUM Change+$305M (+165.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee16:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.