Managing Member, Chief Compliance Officer · Gordian Wealth Advisors, LLC
Elliott S. Elbaz
CRD 2839674 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Gordian Wealth Advisors, LLC, an SEC-registered wealth manager based in Mill Valley, CA with $489 million in regulatory assets, lists Elliott S. Elbaz on its Form ADV as Managing Member, Chief Compliance Officer, a control person. The SEC filings also name Elliott at 1 other registered adviser.
Firms and roles
- Gordian Wealth Advisors, LLCManaging Member, Chief Compliance OfficerWealth manager · Mill Valley, CA · $489M in regulatory assets
- Gordian Capital Management, LLCManaging Member and Chief Compliance OfficerPrivate fund adviser · Mill Valley, CA · $28M in regulatory assets
AtlasMembers
Elliott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael A. PhippenManaging Member, Gordian Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elliott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.