
Elliott Elbaz
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- Full Name
- Elliott Samuel Elbaz
- Title
- Founder & Investment Advisor Representative
- Firm
- Gordian Wealth Advisors, LLC
- Firm Type
- SEC-registered independent wealth management / RIA (positioned in the stub as "Angel Investors")
- Investment Stage
- Seed Round (per stub; not independently verifiable — see note below)
- Target Company Profile
- High-net-worth individuals, families, and business owners — "wealth creators" with concentrated stock positions, multiple business entities, and complex asset mixes
- Sector Focus
- Not publicly specified for direct angel/startup investing
- Geographic Focus
- United States (primarily California / San Francisco Bay Area)
- Location
- Mill Valley, CA (100 B Shoreline Hwy, Suite 302; also Palm Desert, CA)
Background
Elliott Elbaz is the founder of Gordian Wealth Advisors, LLC, an independent, SEC-registered wealth management firm he launched in 2011 and where he holds a majority ownership stake (reported at 50–75%). The firm, based in Mill Valley, California (with a second office in Palm Desert), positions itself around "simplifying complexity" for clients with concentrated stock, multiple business entities, and diverse assets — offering investment strategy, money-manager due diligence, risk management, asset allocation, tax-efficient planning, wealth transfer, and philanthropic strategy.
Elbaz brings more than 25 years of finance-industry experience. Before founding Gordian, he worked at the investment bank FBR, and earlier in his career held roles at Wells Fargo Securities, The Chatterjee Group (an affiliate of Soros Fund Management), and the management consultancy Bain & Company. He holds a BA in International Business & Marketing from Northeastern University.
When Gordian launched in 2011, the firm partnered with Sanctuary Wealth Services (a Northern Trust affiliate) for independent RIA support and custody infrastructure — a move announced via Business Wire in November 2011 that established the firm's operating platform.
A note on classification: the stub data labels Elbaz as an "Angel Investor" focused on "Seed Round." Public sources consistently identify him as a wealth advisor and RIA founder serving high-net-worth clients, rather than as a startup angel with a documented venture portfolio. No verifiable record of individual seed-stage startup checks was found in the sources reviewed. (Search for "Elbaz" angel investing largely surfaces the unrelated Gil Elbaz of TenOneTen Ventures — a different person.)
Investment Thesis & Focus
- Operates through Gordian Wealth Advisors, an RIA managing money on behalf of high-net-worth individuals, families, and businesses — not a named venture or angel fund.
- Stated focus is serving "people changing the world through their intelligence and determination" — wealth creators with concentrated positions and complex, multi-entity balance sheets.
- Core services span investment strategy, sophisticated risk management, asset allocation, tax-efficient solutions, wealth transfer, and philanthropic strategy, plus outside money-manager research and due diligence.
- The "Angel Investors / Seed Round" designation in the stub is not corroborated by public sources; treat any direct startup-investing claims as unverified.
Notable Investments
- No public record of individual startup or seed-stage angel investments by Elliott Elbaz was found in the sources reviewed.
- His investment activity is documented in the context of discretionary/advisory management for Gordian Wealth Advisors clients, not a disclosed venture portfolio. (Aggregators such as AUM13F track the firm's regulatory filings rather than startup deals.)
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