Bordeaux Wealth Advisors is a wealth manager based in Menlo Park, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Bordeaux Wealth Advisors is a top ranked, independent investment and wealth advisory firm with $4 billion of AUM and offices in Silicon Valley and the Seattle area, serving individuals and families across the country with complex wealth needs. Our team has vast experience managing the many complexities that significant wealth brings. We have perfected the art of providing comprehensive and customized solutions for growing, preserving and transferring wealth for generations. We help individuals and families in a myriad of ways including: Investment Advisory Comprehensive Financial Planning Income Tax Planning Estate & Wealth Transfer Planning Insurance & Risk Management Planning Philanthropic Planning Cash Flow Planning Retirement Planning Education Planning
Investment types: Philanthropy, Joint Venture/Partner, Asset Disposition
Sectors & themes: Fund of Funds, Education, Charitable Investments, Debt Management, Legal & Tax Services, Wealth & Estate Planning, Investment Management, Retirement Planning, Annuities Finance, Traditional Investments (Liquid Assets), High-Level Sectors, Non-Profit, Financial Services, Insurance Services
Preferred geographies: United States
Location: 1550 El Camino Real Suite 100\nMenlo Park\nCalifornia\n94025\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.