Bordeaux Wealth Advisors Overview

  • Founded
  • 2017
  • Status
  • Acquired/​Merged
  • Employees
  • 25
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Bordeaux Wealth Advisors General Information


Operator of an independent wealth management boutique firm based in Menlo Park, California. The company offers wealth management services comprising of financial planning, income tax planning, estate and wealth transfer planning, retirement planning, education planning and other related services, enabling entrepreneurs, corporate executives, technology professionals and representatives of the private equity and venture capital industries to get personalized services.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
  • 3000 Sand Hill Road
  • Building 1, Suite 150
  • Menlo Park, CA 94025
  • United States
+1 (650) 000-0000
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Bordeaux Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Bordeaux Wealth Advisors Executive Team (4)

Name Title Board Seat Contact Info
Thomas Myers Co-Founder, Chief Executive Officer & Senior Wealth Advisor
James Hering Chief Operating Officer and Wealth Advisor
David Murdock Jr. Co-Founder, Managing Partner & Senior Wealth Advisor
You’re viewing 3 of 4 executive team members. Get the full list »

Bordeaux Wealth Advisors Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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