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GORDIAN WEALTH ADVISORS, LLC

MILL VALLEY, CA · CRD 281775 · IAPD ↗ · gordianwa.com · 833-467-3426

$488.7MRegulatory AUM
5Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — GORDIAN WEALTH ADVISORS, LLC reported RAUM up 40% ($348.1M -> $488.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2024 — GORDIAN WEALTH ADVISORS, LLC reported RAUM up 27% ($270.9M -> $342.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.