{
  "crd_number": 281775,
  "slug": "gordian-wealth-advisors-llc-mill-valley-ca-281775",
  "primary_business_name": "GORDIAN WEALTH ADVISORS, LLC",
  "legal_name": "GORDIAN WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Mill Valley",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-10-30",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 488655071.0,
  "raum_discretionary": 488655071.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 488655071.0,
      "count": 114
    }
  },
  "compensation_types": [
    "commissions",
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://gordianwa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281775",
  "city_as_filed": "MILL VALLEY",
  "url": "https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775",
  "display_name": "Gordian Wealth Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Gordian Wealth Advisors, LLC (CRD 281775): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Commissions"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Gordian Wealth Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "What does Gordian Wealth Advisors, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Gordian Wealth Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Gordian Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Gordian Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281775."
    },
    {
      "q": "How much does Gordian Wealth Advisors, LLC manage?",
      "a": "Gordian Wealth Advisors, LLC reports $488,655,071 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Gordian Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Gordian Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (114)."
    },
    {
      "q": "Which custodians does Gordian Wealth Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Gordian Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Gordian Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "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%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 251668917.0,
      "total_employees": 5,
      "filing_date": "2021-03-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 308620238.0,
      "total_employees": 6,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 270852482.0,
      "total_employees": 5,
      "filing_date": "2023-03-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 342712542.0,
      "total_employees": 5,
      "filing_date": "2024-03-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 363578918.0,
      "total_employees": 5,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 488655071.0,
      "total_employees": 7,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $348,069,536 to $488,655,071 (+40%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "tiers": [
      {
        "band": "Up to $5,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$5,000,000 to $15,000,000",
        "rate": "1.35%"
      },
      {
        "band": "$15,000,000 to $25,000,000",
        "rate": "1.2%"
      },
      {
        "band": "$25,000,000 to $50,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $50,000,000",
        "rate": null,
        "note": "Not stated in this schedule; see the brochure."
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      }
    ],
    "quotes": [
      "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"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 114,
      "fewer_than_5": false,
      "raum": 488655071.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281775",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}