BORDEAUX WEALTH ADVISORS LLC
Legal name: BORDEAUX WEALTH ADVISORS
CRD #287758 SEC #801-110221 MENLO PARK, CA 650-289-1105
SEC Registered
Total AUM
$5.6B
Discretionary
$4.7B
Employees
34
Clients
101
Accounts
340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $5.6B | $4.7B | $930.3M | 34 | 0 |
| Apr 2025 | $5.6B | $4.7B | $930.3M | 34 | 0 |
| Mar 2025 | $5.6B | $4.7B | $930.3M | 34 | 0 |
| Mar 2025 | $5.6B | $4.7B | $930.3M | 34 | 0 |
| Feb 2025 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| Jan 2025 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| Nov 2024 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| May 2024 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| Apr 2024 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| Mar 2024 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| Mar 2024 | $4.4B | $3.7B | $757.4M | 35 | 0 |
| Jan 2024 | $4B | $3.3B | $694.5M | 31 | 0 |
| Oct 2023 | $4B | $3.3B | $694.5M | 31 | 0 |
| Sep 2023 | $4B | $3.3B | $694.5M | 31 | 0 |
| Aug 2023 | $4B | $3.3B | $694.5M | 31 | 0 |
| May 2023 | $4B | $3.3B | $694.5M | 31 | 0 |
| Apr 2023 | $4B | $3.3B | $694.5M | 31 | 0 |
| Mar 2023 | $4B | $3.3B | $694.5M | 31 | 0 |
| Nov 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Jul 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Jul 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Apr 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Apr 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Mar 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Mar 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Mar 2022 | $4.1B | $3.4B | $736.7M | 24 | 0 |
| Apr 2021 | $3.5B | $2.9B | $616.7M | 22 | 0 |
| Apr 2021 | $3.5B | $2.9B | $616.7M | 22 | 0 |
| Mar 2021 | $3.5B | $2.9B | $616.7M | 22 | 0 |
| Nov 2020 | $2.5B | $1.9B | $577.9M | 12 | 0 |
| Jun 2020 | $2.5B | $1.9B | $577.9M | 12 | 0 |
| Jun 2020 | $2.5B | $1.9B | $577.9M | 12 | 0 |
| Feb 2020 | $2.5B | $1.9B | $577.9M | 12 | 0 |
| Jan 2020 | $2.3B | $1.8B | $475.3M | 12 | 46 |
| Nov 2019 | $2.3B | $1.8B | $475.3M | 12 | 46 |
| Sep 2019 | $2.3B | $1.8B | $475.3M | 12 | 46 |
| Jun 2019 | $2.3B | $1.8B | $529.7M | 12 | 0 |
| May 2019 | $2.1B | $1.7B | $473.6M | 12 | 0 |
| May 2019 | $2.1B | $1.7B | $473.6M | 12 | 0 |
| May 2019 | $2.1B | $1.7B | $473.6M | 12 | 0 |
| Mar 2019 | $2.1B | $1.7B | $473.6M | 12 | 0 |
| Jan 2019 | $2.2B | $1.7B | $475.7M | 12 | 0 |
| Aug 2018 | $2.2B | $1.7B | $475.7M | 12 | 0 |
| Mar 2018 | $2.1B | $1.6B | $455.5M | 10 | 0 |
| Sep 2017 | $1.9B | $0 | $1.9B | 9 | 26 |
| Jul 2017 | $1.9B | $0 | $1.9B | 9 | 26 |
| Apr 2017 | $1.9B | $0 | $1.9B | 9 | 26 |
| Mar 2017 | $1.9B | $0 | $1.9B | 9 | 26 |
DateMay 2025
Total AUM$5.6B
Discretionary$4.7B
Non-Disc.$930.3M
Employees34
Clients0
DateApr 2025
Total AUM$5.6B
Discretionary$4.7B
Non-Disc.$930.3M
Employees34
Clients0
DateMar 2025
Total AUM$5.6B
Discretionary$4.7B
Non-Disc.$930.3M
Employees34
Clients0
DateMar 2025
Total AUM$5.6B
Discretionary$4.7B
Non-Disc.$930.3M
Employees34
Clients0
DateFeb 2025
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateJan 2025
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateNov 2024
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateMay 2024
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateApr 2024
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateMar 2024
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateMar 2024
Total AUM$4.4B
Discretionary$3.7B
Non-Disc.$757.4M
Employees35
Clients0
DateJan 2024
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateOct 2023
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateSep 2023
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateAug 2023
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateMay 2023
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateApr 2023
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateMar 2023
Total AUM$4B
Discretionary$3.3B
Non-Disc.$694.5M
Employees31
Clients0
DateNov 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateJul 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateJul 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateApr 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateApr 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$3.4B
Non-Disc.$736.7M
Employees24
Clients0
DateApr 2021
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$616.7M
Employees22
Clients0
DateApr 2021
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$616.7M
Employees22
Clients0
DateMar 2021
Total AUM$3.5B
Discretionary$2.9B
Non-Disc.$616.7M
Employees22
Clients0
DateNov 2020
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$577.9M
Employees12
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$577.9M
Employees12
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$577.9M
Employees12
Clients0
DateFeb 2020
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$577.9M
Employees12
Clients0
DateJan 2020
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$475.3M
Employees12
Clients46
DateNov 2019
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$475.3M
Employees12
Clients46
DateSep 2019
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$475.3M
Employees12
Clients46
DateJun 2019
Total AUM$2.3B
Discretionary$1.8B
Non-Disc.$529.7M
Employees12
Clients0
DateMay 2019
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$473.6M
Employees12
Clients0
DateMay 2019
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$473.6M
Employees12
Clients0
DateMay 2019
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$473.6M
Employees12
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$473.6M
Employees12
Clients0
DateJan 2019
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$475.7M
Employees12
Clients0
DateAug 2018
Total AUM$2.2B
Discretionary$1.7B
Non-Disc.$475.7M
Employees12
Clients0
DateMar 2018
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$455.5M
Employees10
Clients0
DateSep 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees9
Clients26
DateJul 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees9
Clients26
DateApr 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees9
Clients26
DateMar 2017
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees9
Clients26