GORDON WEALTH ADVISORS LLC
NORTH MIAMI BEACH, FLORIDA

Gordon Wealth Advisors LLC is a Florida-based firm specializing in investment advisory services with a focus on wealth management for individuals, trusts, and small-to-medium-sized businesses. Founded by Reed D. Gordon in 2015, the company leverages Mr. Gordon's extensive experience as a former president and CEO of a CPA firm until its sale in 2010. As a certified public accountant board-certified in Personal Financial Planning, Mr. Gordon brings both professionalism and expertise to GWA. Operating from North Miami Beach in Miami-Dade County, the company is dedicated to maintaining a close-knit client base due to their commitment to quality service. Unlike profit-driven investment houses, GWA operates on a fee-based model that ensures clients' interests are prioritized above all else. The firm's core mission revolves around helping clients achieve their financial goals through careful and personalized consultation. Gordon Wealth Advisors LLC is identified by its legal status (Company Type: FLAL) under the Filed Number L15000000620 in Florida, with an incorporation date of January 2, 2015. Its headquarters are situated at 16375 NE 18th Avenue Suite 333, North Miami Beach, FL 33162. Interested parties can reach the firm through phone numbers (305) 213-4946 or (305) 438-3722. As of their last annual report filing on January 28, 2024, covering the year 2024, Gordon Wealth Advisors LLC continues to uphold its commitment to responsible financial stewardship. Additionally, they hold a Fee Identification Number of 47-2705240 and more information about their services is available through their website at gordonwealthadvisors.com.