Releve Financial Group, LLC
● SEC registered since 2016CRD 285243SEC# 801-108540Scottsdale, AZ
Reg. AUM
$255.6M
Employees
7
Accounts
1,275
Location
Scottsdale, AZ
Releve Financial Group, LLC assets under management
Releve Financial Group, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2016. It reports $255.6 million in regulatory assets under management and employs 7 people.
Releve Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dawn Deborah Jurkovich Control | Managing Member | Over 75% | 2016 |
| Kimberly Karen Bannwarth Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Releve Financial Group, LLC manage?
Releve Financial Group, LLC reports $255.6 million in regulatory assets under management on its Form ADV.
How many employees does Releve Financial Group, LLC have?
Releve Financial Group, LLC reports 7 employees.
Where is Releve Financial Group, LLC located?
Releve Financial Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2016.
Does Releve Financial Group, LLC disclose fund performance?
Releve Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9375 E Shea Blvd, Suite 100, Scottsdale, AZ 85260 |
| Phone | 612-801-5440 |
| Office hours | 9 a.m. To 4 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1769297 |
| Discloses disciplinary history | No |
Regulatory AUM
$255.6M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$255.6Mregulatory AUM
Discretionary $255.6M