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Bordeaux Wealth Advisors LLC Info

Bordeaux Wealth Advisors LLC info

Bordeaux Wealth Advisors LLC (SEC CIK 1821271) first filed with the SEC on 2021-02-04 (Form 13F-HR) and has filed 23 times since, including 19 Form 13F-HR quarterly holdings reports. It is organized in DE and registered at 1550 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025.

  • Name: Value Bordeaux Wealth Advisors LLC.
  • SEC CIK: Value 1821271.
  • State of organization: Value DE.
  • Business address: Value 1550 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameBordeaux Wealth Advisors LLC
SEC CIK1821271
State of organizationDE
Business address1550 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025
Mailing address1550 EL CAMINO REAL, SUITE 100, MENLO PARK, CA, 94025
Phone650-289-1105
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2021-02-04 (Form 13F-HR)
Latest SEC filing2025-08-04 (Form N-PX)
Filings on EDGAR23
First Form 13F-HR2021-02-04 (quarter ended 2020-12-31)
Latest Form 13F-HR2025-08-04 (quarter ended 2025-06-30)
Form 13F-HR filings19

Filings by Form

FormFilingsLatest
13F-HR192025-08-04
13F-HR/A22025-01-30
N-PX22025-08-04

Filings by Year

YearFilingsForm 13F-HR
202553
202464
202344
202244
202144

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