# 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.

- CRD: 281775
- Filed as: GORDIAN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mill Valley, CA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281775
- AdvisorCensus page: https://advisorcensus.com/firm/gordian-wealth-advisors-llc-mill-valley-ca-281775

## Quick answers

**How 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.

**How much does Gordian Wealth Advisors, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 19, 2026)

- 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

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $488,655,071
- Discretionary: $488,655,071
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 114 | $488,655,071 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (10 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Palm Desert, CA

### Websites listed on Form ADV (Item 1.I)
- gordianwa.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $251,668,917 | 5 | March 1, 2021 |
| October 2022 | $308,620,238 | 6 | March 3, 2022 |
| October 2023 | $270,852,482 | 5 | March 8, 2023 |
| October 2024 | $342,712,542 | 5 | March 11, 2024 |
| October 2025 | $363,578,918 | 5 | March 19, 2025 |
| October 2026 | $488,655,071 | 7 | March 19, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Gordian Wealth Advisors, LLC (CRD 281775): Form ADV filing data as of October 2026.