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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bordeaux Wealth Advisors LLC
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|---|---|
| CRD # | 287758 |
| SEC # | 801-110221 |
| CIK # | 0001821271 |
| AUM | $5.6 B (2025-05-19) |
| Employees | 34 (79% Investors, 0% Brokers) |
| Phone | 650-289-1105 |
| Address | 1550 El Camino Real Menlo Park, CA 94025 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 317.9 | |
| Alphabet Inc | 32.1 | |
| Apple Inc | 31.8 | |
| Microsoft Corp | 29.6 | |
| Boeing Co | 21.5 | |
| Alphabet Inc | 17.6 | |
| Facebook Inc | 15.0 | |
| Amazon Com Inc | 6.7 | |
| VISA Inc | 4.7 | |
| Oracle Corp | 4.2 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 337 | 5.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 340 | 5.6 |
| By Discretionary | ||
| Discretionary | 323 | 4.7 |
| Non-Discretionary | 17 | 0.9 |
| Total | 340 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.6 | |
| Total | 340 | 5.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001821271] |
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|---|---|---|
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NY | 5.8 |
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PA | 5.5 |
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Confluence Wealth Services Inc
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