Bordeaux Wealth Advisors LLC
Legal Name: BORDEAUX WEALTH ADVISORS LLC
Full Contact Details
Bordeaux Wealth Advisors LLC
3000 SAND HILL ROAD, 1-150, MENLO PARK, CA
650-289-1105
650-472-8016
Other Info
Bordeaux Wealth Advisors LLC is a well-established DE Limited Liability Company providing financial advisory services to a diverse client base of 46 customers. The firm is made up of a team of 12 experienced professionals, with 10 in advisory roles. Committed to upholding SEC regulations, it is noteworthy that their last reported registration status was approved on March 1, 2017.
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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.
Direct Owners
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DAVID KEITH MURDOCK
MANAGING PARTNER, CCO owns less than 5%
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
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THOMAS CARL MYERS
MANAGING PARTNER, CEO owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more