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BORDEAUX WEALTH ADVISORS

MENLO PARK, CA · CRD 287758 · IAPD ↗ · focusfinancialpartners.com · 650-289-1105

$5.64BRegulatory AUM
27Advisory reps
34Employees
0Clients
101-250Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — BORDEAUX WEALTH ADVISORS (MENLO PARK, CA) left the SEC roster (was $5.64B RAUM, 27 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
June 2025 — BORDEAUX WEALTH ADVISORS notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — BORDEAUX WEALTH ADVISORS notice-filed in MN, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — BORDEAUX WEALTH ADVISORS reported RAUM up 27% ($4.44B -> $5.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
February 2025 — BORDEAUX WEALTH ADVISORS notice-filed in CO, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — BORDEAUX WEALTH ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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