Unclaimed Profile

Philip Thomas Platt

BORDEAUX WEALTH ADVISORS LLC·MENLO PARK, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 66, Series 79Clean record21 years registeredBORDEAUX WEALTH ADVISORS LLC

1550 EL CAMINO REAL, MENLO PARK, CA 94025CRD# 4811718Firm CRD# 287758

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Thomas Platt · MENLO PARK, CA

Registration

CRD #4811718 · BORDEAUX WEALTH ADVISORS LLC · 21 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2025 – present

BORDEAUX WEALTH ADVISORS

May 2023 – Oct 2025

Kirkland, WA

COLDSTREAM WEALTH MANAGEMENT

Oct 2014 – May 2023

BELLEVUE, WA

APPROPRIATE BALANCE FINANCIAL SERVICES INC

Jun 2005 – May 2009

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Series 79

Registration record

First registered · June 14, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BORDEAUX WEALTH ADVISORS LLC

CRD 287758 · SEC 801-110221

AUM

$4.4B

Regulatory assets under management

Employees

247 client accounts

Services offered by BORDEAUX WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BORDEAUX WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Philip Thomas Platt offer?

Philip Thomas Platt specializes in Financial Planning, Investment Management. Contact their office in MENLO PARK, California for a consultation.

What are Philip Thomas Platt's credentials?

Philip Thomas Platt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip Thomas Platt located?

Philip Thomas Platt is based in MENLO PARK, California, working with BORDEAUX WEALTH ADVISORS LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Philip Thomas Platt charge for services?

Philip Thomas Platt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BORDEAUX WEALTH ADVISORS LLC?

BORDEAUX WEALTH ADVISORS LLC has approximately 35 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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