Fee information for Bordeaux Wealth Advisors is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287758), Bordeaux Wealth Advisors is subject to fiduciary duty under federal law.
Bordeaux Wealth Advisors is headquartered in MENLO PARK, CA.
Bordeaux Wealth Advisors serves 337 high-net-worth clients according to their SEC filing dated May 19, 2025. View client details ↓
According to their SEC Form ADV, Bordeaux Wealth Advisors offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
Bordeaux Wealth Advisors manages $5.6 billion in client assets according to their SEC filing dated May 19, 2025.
According to their SEC Form ADV, Bordeaux Wealth Advisors serves high-net-worth individuals. View client details ↓