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Bordeaux Wealth Advisors
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Summary
location iconMenlo Park, California
website
company sizeCompany size: 11-50
aumAUM: $2B - $5B

Bordeaux Wealth Advisors LLC is an SEC-registered investment adviser based in Menlo Park, California founded in 2017 and part of the the Focus Financial Partners, LLC which is majority owned by Focus Financial Partners, Inc., a publicly traded holding company of investment advisers. Bordeaux Wealth Advisors LLC wealth management services that include personalized financial planning services and investment advisory services to individuals, trusts, estates, private foundations, endowments, businesses and qualified retirement plans.

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