Bordeaux Wealth Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Bordeaux Wealth Advisors's estimated annual revenue is currently $5M per year.
- Bordeaux Wealth Advisors's estimated revenue per employee is $104,000
Employee Data
- Bordeaux Wealth Advisors has 48 Employees.
- Bordeaux Wealth Advisors grew their employee count by -4% last year.
Bordeaux Wealth Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Head Trader and Client Service Professional | Reveal Email/Phone |
2 | Wealth Advisor/Director Asian Wealth Advisory | Reveal Email/Phone |
3 | Director Tax Planning and Wealth Advisor | Reveal Email/Phone |
4 | Director Administration | Reveal Email/Phone |
5 | Director Financial Planning / Senior Associate Wealth Advisor | Reveal Email/Phone |
6 | Director Investment Research and Wealth Advisor | Reveal Email/Phone |
7 | Director Operations | Reveal Email/Phone |
8 | Finance and Operations Analyst | Reveal Email/Phone |
9 | Client Services Assistant | Reveal Email/Phone |
10 | Client Service Associate | Reveal Email/Phone |
Bordeaux Wealth Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1859.2M | 10001 | 16% | $2.3B | N/A |
#2 | $30.2M | 211 | -3% | N/A | N/A |
#3 | $7.5M | 64 | 14% | N/A | N/A |
#4 | $5920M | 8809 | 0% | $552.3M | N/A |
#5 | $0.6M | 9 | -31% | N/A | N/A |
#6 | $6.4M | 55 | 0% | N/A | N/A |
#7 | $1.7M | 26 | -45% | $44M | N/A |
#8 | $1.4M | 22 | 0% | $4.7M | N/A |
#9 | $3.6M | 35 | 13% | N/A | N/A |
#10 | $1.8M | 20 | -35% | N/A | N/A |
What Is Bordeaux Wealth Advisors?
We are an independent investment advisory and wealth management firm located in California's Silicon Valley. Our senior advisors and professionals have spent decades serving individuals and families, and we have considerable experience managing the many complexities that wealth brings — from providing comprehensive and customized solutions for growing, preserving and transferring wealth, along with highly personalized service and attention in an open and transparent environment.
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Total Funding
48
Number of Employees
$5M
Revenue (est)
-4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Bordeaux Wealth Advisors News
Bordeaux Wealth Advisors (Bordeaux), a boutique investment advisory and wealth management firm with offices in Silicon Valley and Seattle,...
Menlo Park, California-based Bordeaux Wealth Advisors has moved its local office from Bellevue to Carillon Point in Kirkland.
Other Companies in Menlo Park
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $5.6M | 48 | -2% | N/A |
#2 | $5.8M | 48 | 45% | $5M |
#3 | $8.7M | 48 | 4% | N/A |
#4 | $5.8M | 48 | -20% | $9M |
#5 | $1.7M | 50 | 9% | N/A |