Investment adviser · CRD 287758
BORDEAUX WEALTH ADVISORS
Investment adviser filing (IA)
BORDEAUX WEALTH ADVISORS LLC
MENLO PARK, CA, United States · Form ADV filed May 19, 2025
- Regulatory AUM
- $5.64B Form ADV · Item 5.F
- Client accounts
- 340 Accounts, not individual clients
- Employees
- 34 Reported in this filing
- Advisory professionals
- 27 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 337 | $5,618,888,948 | 99.6% |
| Charities | 3 | $25,114,392 | 0.4% |
Filing source
Form ADV 1990154 · May 19, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 19, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1550 EL CAMINO REAL, SUITE 100MENLO PARK, CA, 94025, United States
CRD 287758
Filing source
Form ADV 1990154 · May 19, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.