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RELEVE FINANCIAL GROUP
RELEVE FINANCIAL GROUP, LLC
CRD 285243 · SEC 801-108540
9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, 85260, United States
Phone
612-801-5440
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.6M
Discretionary AUM
$255.6M
Team
7 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $77.5M |
| High net worth individuals | 87 | $178.1M |
States served
AZ, CA, MN, NJ, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD