RELEVANT WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$799,000,000
Discretionary
$787,000,000
Non-discretionary
$12,000,000
Firm details
- CRD number
- 1489
- SEC file number
- 801-56354
- Main office
- MILL VALLEY, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.RELEVANTWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.