Elliott
Elbaz
Gordian Wealth Advisors, LLC
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About this Advisor
Elliott Elbaz is a financial advisor operating out of Mill Valley, California who has 8 years of industry experience. Elbaz is currently employed by Gordian Wealth Advisors, LLC. During their career, the advisor has held roles at Sanctuary Wealth Advisors, LLC, Sanctuary Securities, LLC, Gordian Capital Management, LLC, Capulent, LLC and Gordian Wealth Advisors, LLC. Elbaz has a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in California and Texas. Gordian Wealth Advisors, LLC is a registered investment company that has its headquarters in Mill Valley, CA. It has just five advisors. It handles $271 million in assets between its 314 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 314 accounts, 91% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Gordian Wealth Advisors, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Financial management fee schedules depend on the financial services offered. However, fee types billed by Gordian Wealth Advisors, LLC most likely include asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gordian Wealth Advisors, LLC Brokerage Details
$270,852,482
5
314
$862,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Elliott Elbaz Work History
Elliott has been registered as a financial advisor for 8 years.*
Capulent, LLC
Gordian Capital Management, LLC
Gordian Wealth Advisors, LLC
Sanctuary Wealth Advisors, LLC
Sanctuary Securities, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elliott Elbaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gordian Wealth Advisors, LLC
Mill Valley, CA
Mill Valley, CA
Palm Desert, CA
Mill Valley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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