Bordeaux Wealth Advisors LLC
Legal Name: BORDEAUX WEALTH ADVISORS LLC
Full Contact Details
Bordeaux Wealth Advisors LLC is legally known as BORDEAUX WEALTH ADVISORS LLC. It is a DE Limited Liability Company. This firm has 12 employees, of which 10 are employees in advisory roles. It serves 46 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 1, 2017.
Home | Bordeaux Wealth Advisors
We are an independent investment advisory and wealth management firm located in California’s Silicon Valley. Our senior advisors and professionals have spent decades serving individuals and families, and we have considerable experience managing the many complexities that wealth brings.