# BORDEAUX WEALTH ADVISORS LLC

BORDEAUX WEALTH ADVISORS LLC of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287758
- Type: SEC-registered investment adviser
- SEC file number: 801-110221
- Location: 1550 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025
- Phone: 650-289-1105
- Latest filing: 2025-05-19
- Regulatory AUM: $5.6B
- Discretionary AUM: $4.7B
- Non-discretionary AUM: $930.3M
- Clients: 34
- Accounts: 340

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Carl Myers | CEO | — |
| David Keith Murdock | MANAGING PARTNER | — |
| Jon Michael Ekoniak | MANAGING PARTNER | — |
| Jon Carter Snare | MANAGING PARTNER | — |
| James Michael Hering | MANAGING DIRECTOR; MANAGING PARTNER | — |
| Philip Thomas Platt | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| PLATT PHILIP THOMAS | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| MYERS THOMAS CARL | CEO; MANAGING PARTNER, CEO; MANAGING PARTNER, CEO & CCO | — |
| MURDOCK DAVID KEITH | MANAGING PARTNER; MANAGING PARTNER, CCO | — |
| EKONIAK JON MICHAEL | MANAGING PARTNER | — |
| SNARE JON CARTER | MANAGING PARTNER | — |
| HERING JAMES MICHAEL | CHIEF OPERATING OFFICER; MANAGING DIRECTOR | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| KIRKLAND | WA | 8 | 425-943-3807 |
| KIRKLAND | WA | 8 | 425-943-3807 |
| — | — | 1 | 650-289-1105 |
| — | — | 1 | 650-289-1105 |
| — | — | 1 | 650-289-1105 |
| — | — | 1 | 650-289-1105 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287758/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287758/similar
- Related entities: https://search.stillhousedata.com/firm/287758/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287758

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.