BORDEAUX WEALTH ADVISORS

1550 El Camino Real
Suite 100
Menlo Park, California 94025
Tel: 650-289-1105

About BORDEAUX WEALTH ADVISORS

BORDEAUX WEALTH ADVISORS, formally registered with the SEC as BORDEAUX WEALTH ADVISORS. The firm was established in 03/01/2017. They have over 4 offices throughout the country.

BORDEAUX WEALTH ADVISORS is a Menlo Park, California based Financial Planning firm with nearly $4,437,471,849 assets under management, offering retirement planning & investment advisory services to 247 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287758
SEC#	801-110221
Assets Managed by Firm	$4,437,471,849
No. of Clients	247
No. of Advisors	35

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	247	$4,437,471,849
High net worth individuals	244	$4,404,140,278
Charitable organizations	3	$33,331,571

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