Michael Allen Phippen
Investment adviser representative at Gordian Wealth Advisors, LLC
15 yearsExperience
2 statesRegistered in
$488.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Capulent, LLCOct 2017 to now
- Gordian Wealth Advisors, LLCOct 2015 to now
- Gordian Capital Management, LLCDec 2011 to now
- Sanctuary Securities, LLCDec 2011 to Jun 2017
- Sanctuary Wealth Advisors, LLCDec 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Gordian Wealth Advisors, LLC
$488.7MAssets managed
114Clients
5Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3020686
- Firm CRD
- 281775