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RELEVANT WEALTH ADVISORS, LLC
CRD 1489 · SEC 801-56354
2 BELVEDERE PLACE, STE 200, MILL VALLEY, CA, 94941, United States
Phone
415-925-4000
Fax
415-925-4004
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$799.0M
Discretionary AUM
$787.0M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $239.0M |
| Charitable organizations | 14 | $548.0M |
| Corporations/business entities | 2 | $12.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD