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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: GORDIAN WEALTH ADVISORS, LLCCRD Number: 281775Annual Amendment All SectionsRev.
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Gordian Wealth Advisors LLC is a financial advisory firm that provides investment management, financial planning, and wealth management services to clients.
Individuals and businesses that engage in financial advisory services under the name Gordian Wealth Advisors LLC are required to file the appropriate documentation with regulatory bodies.
To fill out documentation for Gordian Wealth Advisors LLC, one must gather required information such as business structure, ownership details, and services offered, and then complete the relevant forms as per state and federal regulations.
The purpose of Gordian Wealth Advisors LLC is to provide professional financial advice and management services to help clients achieve their financial goals.
The information that must be reported includes business name, address, ownership structure, services provided, and financial disclosures as required by regulatory authorities.
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