Relevant Wealth Advisors, LLC
● SEC registered since 1999CRD 1489SEC# 801-56354Mill Valley, CA
Reg. AUM
$799M
Employees
4
Accounts
67
Location
Mill Valley, CA
Relevant Wealth Advisors, LLC assets under management
Relevant Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Mill Valley, CA. The firm has been registered since 1999. It reports $799 million in regulatory assets under management and employs 4 people.
Relevant Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Jon Raabe Control | Chief Compliance Officer, Ceo, Cfo & Managing Member | Over 75% | 2004 |
Frequently asked questions
How much does Relevant Wealth Advisors, LLC manage?
Relevant Wealth Advisors, LLC reports $799 million in regulatory assets under management on its Form ADV.
How many employees does Relevant Wealth Advisors, LLC have?
Relevant Wealth Advisors, LLC reports 4 employees.
Where is Relevant Wealth Advisors, LLC located?
Relevant Wealth Advisors, LLC is based in Mill Valley, CA and has been SEC-registered since 1999.
Does Relevant Wealth Advisors, LLC disclose fund performance?
Relevant Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Belvedere Place, Ste 200, Mill Valley, CA 94941 |
| Phone | 415-925-4000 |
| Fax | 415-925-4004 |
| Office hours | 6a.m. - 3p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$799M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$799Mregulatory AUM
Discretionary $787MNon-discretionary $12M