Insights

Niche Expertise Gordian Wealth Advisors specializes in serving wealth creators with complex financial backgrounds, such as concentrated stock positions and multiple business entities, indicating an opportunity to offer advanced and tailored financial products or advisory services.

Technology Adoption Leveraging cloud services and digital tools like Amazon Web Services and Google Tag Manager suggests they value technology-driven solutions, opening possibilities to introduce innovative fintech integrations or digital wealth management enhancements.

Market Position With annual revenues between 10 to 25 million dollars and a small team, the firm presents a scalable growth opportunity and could benefit from partnership strategies with larger financial institutions or alternative service providers.

Growth Potential Their recent focus on customized wealth management servicing high-net-worth individuals presents a potential upsell for complementary services such as estate planning, tax optimization, or philanthropic advisory tailored to affluent clients.

Partner Network Operating within a network of well-established firms like Sanctuary Wealth indicates openness to strategic alliances, offering avenues for joint offerings, cross-promotional initiatives, or co-branded financial products designed for high-value clientele.

Gordian Wealth Advisors Tech Stack

Gordian Wealth Advisors uses 8 technology products and services including Amazon Web Services, DreamWeaver, MobX, and more. Explore Gordian Wealth Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • DreamWeaver
    Editors
  • MobX
    Javascript Libraries
  • Skrollr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • MyWebsite Creator
    Page Builders
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players

Media & News

Gordian Wealth Advisors's Email Address Formats

Gordian Wealth Advisors uses at least 1 format(s):
Gordian Wealth Advisors Email FormatsExamplePercentage
First@gordianwa.comJohn@gordianwa.com
70%
FLast@gordianwa.comJDoe@gordianwa.com
20%
First.Last@gordianwa.comJohn.Doe@gordianwa.com
10%

Frequently Asked Questions

Where is Gordian Wealth Advisors's headquarters located?

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Gordian Wealth Advisors's main headquarters is located at 100 Shoreline Highway Bldg b Suite 302 Mill Valley, California 94941 United States. The company has employees across 1 continents, including North America.

What is Gordian Wealth Advisors's phone number?

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You can contact Gordian Wealth Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Gordian Wealth Advisors's official website and social media links?

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Gordian Wealth Advisors's official website is gordianwa.com and has social profiles on LinkedIn.

What is Gordian Wealth Advisors's NAICS code?

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Gordian Wealth Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Gordian Wealth Advisors have currently?

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As of March 2026, Gordian Wealth Advisors has approximately 7 employees across 1 continents, including North America. Key team members include Vice President: N. M.. Explore Gordian Wealth Advisors's employee directory with LeadIQ.

What industry does Gordian Wealth Advisors belong to?

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Gordian Wealth Advisors operates in the Investment Management industry.

What technology does Gordian Wealth Advisors use?

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Gordian Wealth Advisors's tech stack includes Amazon Web ServicesDreamWeaverMobXSkrollrjQueryMyWebsite CreatorGoogle Tag ManagerYouTube.

What is Gordian Wealth Advisors's email format?

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Gordian Wealth Advisors's email format typically follows the pattern of First@gordianwa.com. Find more Gordian Wealth Advisors email formats with LeadIQ.

When was Gordian Wealth Advisors founded?

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Gordian Wealth Advisors was founded in 2011.

Gordian Wealth Advisors

Investment ManagementCalifornia, United States2-10 Employees

Gordian Wealth Advisors specializes in developing customized solutions for wealth creators with complex financial needs. Our team creates individual strategies for wealth creators with concentrated stock positions, multiple business entities, a wide range of assets or whose situation requires simplifying the complex. Through our partnership with Sanctuary Wealth Advisors, we offer wealth management services to people changing the world through their intelligence and determination.

Our mission is to empower wealth creators and their families to take control of their financial assets in a way that enables them to make a meaningful contribution to their personal family legacy and the world we live in.  

We bring you the shared experience of sophisticated investors and other wealth creators. We provide access to the best ideas and the best talent. We are driven by an understanding that your trust is a privilege and that a personal relationship is the best way to serve you. We are active listeners who work with wealth creators who require the same inspired thinking and commitment from their advisors as they demand from themselves.

Section iconCompany Overview

Headquarters
100 Shoreline Highway Bldg b Suite 302 Mill Valley, California 94941 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2011
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Gordian Wealth Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Gordian Wealth Advisors's revenue is estimated to be in the range of $10M$25M

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