Bordeaux Wealth Advisors Revenue

Financial Services • Menlo Park, California, United States • 1-10 Employees

Bordeaux Wealth Advisors revenue & valuation

Annual revenue	$4,400,000
Revenue per employee	$550,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$14,100,000
Total funding	No funding

Key Contact at Bordeaux Wealth Advisors

Heather Dime

Director Of Administration

Company overview

Headquarters	1550 El Camino Real, Suite 100, Menlo Park, California 94025, US
Phone number	+16502891105
Website	bordeauxwealthadvisors.com
NAICS	52
Keywords	Wealth Management, Retirement Planning, Investment Advisor, Tax Strategy, Concentrated Stock Management
Employees	1-10
Socials

About Bordeaux Wealth Advisors

We are an independent investment advisory and wealth management firm located in Silicon Valley and Seattle. We manage the complexities that come from having significant wealth - including tax planning and strategies, managing concentrated stock positions, retirement planning, investment management, legacy and philanthropic planning and more. Our fiduciary model offers highly personalized service and attention in a transparent, fee-only environment.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Intern

Employees by Department

Bordeaux Wealth Advisors has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Bordeaux Wealth Advisors has never raised funding before.

Bordeaux Wealth Advisors Tech Stack

Discover the technologies and tools that power Bordeaux Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Gravity Forms

Form builders

Goober

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

PHP

Programming languages

HSTS

Security

Flickity

JavaScript libraries

Frequently asked questions

Bordeaux Wealth Advisors is located in Menlo Park, California, US.

You can reach Bordeaux Wealth Advisors at +16502891105.

Bordeaux Wealth Advisors generates an estimated annual revenue of $4,400,000. This revenue figure reflects the company's market position and business performance in its industry.

Bordeaux Wealth Advisors has an estimated valuation of $14,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Bordeaux Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Bordeaux Wealth Advisors

Heather Dime

Director Of Administration

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