Bordeaux Wealth Advisors

Bordeaux Wealth Advisors Overview

Status Acquired/​Merged
Latest Deal Type Buyout/​LBO
Financing Rounds 1

Bordeaux Wealth Advisors General Information

Description

Operator of an independent wealth management boutique firm in Silicon Valley. The company's personalized wealth management services including financial planning, income tax planning, estate and wealth transfer planning, retirement planning, education planning and other related services features ongoing, proactive management and oversight, paying meticulous attention to detail enabling entrepreneurs, corporate executives, technology professionals and representatives of the private equity and venture capital industries to achieve their financial goals while having more time to enjoy their life.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 1550 El Camino Real
  • Suite 290
  • Menlo Park, CA 94025
  • United States
+1 (650) 000-0000
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Bordeaux Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Bordeaux Wealth Advisors Executive Team (3)

Name Title Board Seat Contact Info
Thomas Myers Co-Founder, Chief Executive Officer & Managing Partner
David Murdock Jr. Co-Founder & Managing Partner

1 Former Executive