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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Gordian Wealth Advisors LLC
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|---|---|
| CRD # | 281775 |
| SEC # | 801-106836 |
| CIK # | |
| AUM | $363.6 M (2025-03-19) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 833-467-3426 |
| Address | 100 B Shoreline Hwy Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 112 | 348.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 15.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 343 | 363.6 |
| By Discretionary | ||
| Discretionary | 343 | 363.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 343 | 363.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 59.2 | |
| United States Persons | 304.4 | |
| Total | 343 | 363.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horiko Capital Management LLC
✚
|
NY | 0.4 |
|
Gator Capital Management LLC
✚
|
FL | 0.4 |
|
Iridian Asset Management LLC
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CT | 0.4 |
|
PhiloSmith Capital Corporation
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|
CT | 0.4 |
|
White Pine Capital LLC
✚
|
MN | 0.4 |
|
Roanoke Asset Management Corp
✚
|
NJ | 0.4 |
|
Miller Value Partners LLC
✚
|
FL | 0.4 |
|
Investment Research Partners LLC
✚
|
PA | 0.4 |
|
Masonry Capital Management LLC
✚
|
VA | 0.4 |
|
Blue Square Asset Management LLC
✚
|
NY | 0.4 |