BORDEAUX WEALTH ADVISORS LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 287758). Regulatory assets under management: $5.6B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| 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 | — |
| 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 |