BORDEAUX WEALTH ADVISORS
Latest filing: Apr 04, 2025 (77 days ago)
AUM
$5,644,003,340
27% change vs. 1 year ago
37% change vs. 3 years ago
128% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
34
-3% change vs. 1 year ago
42% change vs. 3 years ago
183% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MENLO PARK, CA
1550 EL CAMINO REAL, MENLO PARK, CA, UNITED STATES, 94025
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $4.7 |
| Non-Discretionary | $0.9 |
| Total | $5.6 |
| Client | AUM |
|---|---|
| Retail | $5.6 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $5.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 337 | $5.6 |
| Average HNW AUM | $16,673,261 | |
| Retail Total | 337 | $5.6 |
| Average Retail AUM | $16,673,261 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $3.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $5.6 |
| Retail SMA AUM | $5.6 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 20% | $1.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.1 |
| Municipal | 3% | $0.2 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 51% | $2.9 |
| Other Pools | 18% | $1.0 |
| Cash | 3% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $5.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | $43.1 | 122258 | |
| SENTINEL PENSION ADVISORS INC | $10.7 | 109901 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
17 active
| Name | Title |
|---|---|
| MYERS, THOMAS, CARL | CEO |
| MURDOCK, DAVID, KEITH | MANAGING PARTNER |
| EKONIAK, JON, MICHAEL | MANAGING PARTNER |
| SNARE, JON, CARTER | MANAGING PARTNER |
| HERING, JAMES, MICHAEL | MANAGING DIRECTOR |
| PLATT, PHILIP, THOMAS | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
24 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PHABY UTOMO | MENLO PARK | CA | S65|2023-04-21 | CHARTERED FINANCIAL ANALYST | |||||
| LAUREN SCHEFFLER | MENLO PARK | CA | S66|2019-01-28 | ||||||
| LITING CHUANG | MENLO PARK | CA | S65|2021-01-05 | ||||||
| THOMAS MYERS | MENLO PARK | CA | S63|2003-08-01|S65|1996-10-04 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| TYLER JOHNSON | MENLO PARK | CA | S65|2015-12-04 | CERTIFIED FINANCIAL PLANNER | |||||
| SEAN VAN DER WAL | MENLO PARK | CA | S66|2014-11-19 | CERTIFIED FINANCIAL PLANNER | |||||
| JASON PFANNENSTIEL | MENLO PARK | CA | S66|2011-02-10 | ||||||
| JAMES HERING | MENLO PARK | CA | S63|1994-03-25|S65|2022-04-15 | CHARTERED FINANCIAL ANALYST | |||||
| KYLE GIONET | MENLO PARK | CA | S65|2020-11-18 | ||||||
| LU DAI | MENLO PARK | CA | S65|2023-12-29 | ||||||
| MILES AMODEO | MENLO PARK | CA | S65|2017-11-06 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL CONSULTANT | |||||
| DAVID MURDOCK | MENLO PARK | CA | S63|1992-10-06|S65|2013-06-25 | CERTIFIED FINANCIAL PLANNER | |||||
| JON EKONIAK | MENLO PARK | CA | S63|1998-12-29|S65|2018-03-22 | CERTIFIED FINANCIAL PLANNER | |||||
| JAVE RAGAN | MENLO PARK | CA | S65|2020-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
| GREGORY CAMPEROS | MENLO PARK | CA | S65|2019-12-17 | CERTIFIED FINANCIAL PLANNER | |||||
| CHAO ZHENG | MENLO PARK | CA | S65|2018-03-22 | CERTIFIED FINANCIAL PLANNER | |||||
| ALLISON KOLLAR | MENLO PARK | CA | S65|2008-09-30 | CERTIFIED FINANCIAL PLANNER | |||||
| JUSTIN DIME | MENLO PARK | CA | S66|2020-02-29 | ||||||
| PHILIP PLATT | MENLO PARK | CA | S65|2014-10-21|S66|2004-08-24|S63|2017-10-31 | ||||||
| YANXIAO LI | MENLO PARK | CA | S65|2022-12-08 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $5.6 | $0.0 | 0% | 34 | 0 | 0% |
| 2025-04-21 | $5.6 | $0.0 | 0% | 34 | 0 | 0% |
| 2024-04-02 | $4.4 | $1.2 | 27% | 35 | -1 | -3% |
| 2023-04-04 | $4.0 | $1.6 | 41% | 31 | 3 | 10% |
| 2022-04-01 | $4.1 | $1.5 | 37% | 24 | 10 | 42% |
| 2021-04-05 | $3.5 | $2.2 | 63% | 22 | 12 | 55% |
| 2020-04-01 | $2.5 | $3.2 | 128% | 12 | 22 | 183% |
| 2019-04-01 | $2.1 | $3.5 | 165% | 12 | 22 | 183% |
| 2018-04-02 | $2.1 | $3.6 | 172% | 10 | 24 | 240% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-01/07/2020, CA-03/01/2017, CO-01/15/2025, IL-05/16/2023, MN-03/25/2025, NV-07/07/2022, OH-03/25/2025, OR-10/17/2023, TN-02/01/2025, TX-03/01/2017, WA-03/01/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV