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BORDEAUX WEALTH ADVISORS, LLC

EIN 81-5078005-financial services-Latest filing 2024
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
41
1550 EL CAMINO REAL, SUITE 100 - MENLO PARK, CA 94025650-289-1111bordeauxwealthadvisors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$3.4M - 41 part

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Retirement#001

BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN

401k

Assets$3.4M
Participants41
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BORDEAUX WEALTH ADVISORS, LLC 401(K) PLAN401k$3.4M412024
Retirement plans
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