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Relevant Wealth Advisors, LLC

● SEC registered since 1999CRD 1489SEC# 801-56354Mill Valley, CA
Export (members)
Reg. AUM
$681.5M
Employees
4
Accounts
41
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 $681.5 million in regulatory assets under management and employs 4 people.
www.relevantwealth.comView on SEC.gov ↗

Relevant Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Bruce Jon Raabe ControlChief Compliance Officer, Ceo, Cfo & Managing MemberOver 75%2004

Frequently asked questions

How much does Relevant Wealth Advisors, LLC manage?

Relevant Wealth Advisors, LLC reports $681.5 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

Address2 Belvedere Place, Ste 350, Mill Valley, CA 94941
Phone415-925-4000
Fax415-925-4004
Office hours6a.m. - 3p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$669.4M
Non-discretionary$12.1M
Total (RAUM)$681.5M