AdvisorCensus / Financial advisors / California / San Francisco / Gordian Wealth Advisors, LLC
Gordian Wealth Advisors, LLC is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Gordian Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Gordian Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions.
What does Gordian Wealth Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 19, 2026 states: Up to $5,000,000: 1.5% a year; $5,000,000 to $15,000,000: 1.35% a year; $15,000,000 to $25,000,000: 1.2% a year; $25,000,000 to $50,000,000: 1% a year; Above $50,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Gordian Wealth Advisors, LLC located?
Gordian Wealth Advisors, LLC's principal office is in Mill Valley, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Gordian Wealth Advisors, LLC registered with the SEC or a state?
Gordian Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281775.
How much does Gordian Wealth Advisors, LLC manage?
Gordian Wealth Advisors, LLC reports $488,655,071 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).
How have Gordian Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for Gordian Wealth Advisors, LLC: Regulatory assets under management: $251,668,917 in the October 2021 data and $488,655,071 in the October 2026 data, up 94%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Gordian Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (114).
Which custodians does Gordian Wealth Advisors, LLC use?
Gordian Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Gordian Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281775
What changed in Gordian Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $348,069,536 to $488,655,071 (+40%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $5,000,000 | 1.5% |
| $5,000,000 to $15,000,000 | 1.35% |
| $15,000,000 to $25,000,000 | 1.2% |
| $25,000,000 to $50,000,000 | 1% |
| Above $50,000,000 | See the brochure |
The brochure's wording
The annual fee shall be computed on the basis of the schedule set forth as follows (or as negotiated with the client) and shall be paid quarterly in advance: Assets Under Advisement (AUA) Standard Fee First $5 million 1.50% of AUA $5 million to $15 million $75.000 +1.35% of AUA over $5 million $15 million to $25 million $210,000 +1.20% of AUA over $15 million $25 million to $50 million $330,000 + 1.00% of AUA over $25 million Over $50 million negotiable
As stated in the firm's Form ADV Part 2A brochure dated March 19, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$488,655,071 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (10 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $488,655,071 | 7 | March 19, 2026 |
| October 2025 | $363,578,918 | 5 | March 19, 2025 |
| October 2024 | $342,712,542 | 5 | March 11, 2024 |
| October 2023 | $270,852,482 | 5 | March 8, 2023 |
| October 2022 | $308,620,238 | 6 | March 3, 2022 |
| October 2021 | $251,668,917 | 5 | March 1, 2021 |
Regulatory assets under management: $251,668,917 in the October 2021 data and $488,655,071 in the October 2026 data, up 94%.
Total employees: 5 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $348,069,536 to $488,655,071 (+40%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Gordian Wealth Advisors, LLC (CRD 281775): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775