Relevant Wealth Advisors LLC

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CAFR Data
Relevant Wealth Advisors LLC
CRD #1489
SEC #801-56354
CIK #
AUM $593.7 MM (100% Disc, 100% US, 2020-03-16)
Employees4 (75% Investors, 75% Brokers)
Phone415-925-4000
Address2 Belvedere Place
Mill Valley, CA 94941
Source [IAPD] [Website]
Total AUM ($MM)
65552439326213101999200620132021
Comparable Firms State AUM ($BB)
McWilliams-packard Wealth Management LLC
CA 0.6
Riverwater Partners LLC
WI 0.6
Aviance Capital Partners LLC
FL 0.6
Yeager Wood & Marshall Inc
NY 0.6
Roxbury Capital Management LLC
MN 0.6
Municipal Asset Management Inc
NY 0.6
Drive Wealth Management LLC
UT 0.6
Northern Capital Management Co
ND 0.6
Mitchell Capital Management Co
KS 0.6
PKS Advisory Services LLC
NY 0.6
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