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GORDIAN WEALTH ADVISORS, LLC

C38
CRD 281775·SEC 801-106836·MILL VALLEY, CA
AUM
$488.7M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GORDIAN WEALTH ADVISORS, LLC
CRD
281775
SEC file #
801-106836
EIN
—
DBA names
—

Economics

AUM
$488.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$210.8M → $488.7M▲ +132%
Client mix
Individuals High Net Worth114

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
MILL VALLEY CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed feesCommissions

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
gordianwa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ELBAZ, ELLIOTT, SAMUEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ELBAZ, ELLIOTT, SAMUEL
PHIPPEN, MICHAEL, ALLEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GORDIANWA.COM
Rdap Domain Creation Date
2011-08-06T13:49:32Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-06T13:49:32Z
Rdap Domain Last Changed
2025-08-07T14:16:51Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2839674
Trust Company Affiliate
No

People (5)

5
ELBAZ, ELLIOTT, SAMUEL
IAR · Direct Owner · 62.5%
2839674
PHIPPEN, MICHAEL, ALLEN
IAR · Direct Owner · 37.5%
3020686
CULLEN EDWIN JOWITT
IAR
2691371
SCOTT PHILIP PETERS
IAR
1414526
WILLIAM EDWARD MCKENNA
IAR
2815601