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| Keyboard |
| Relevant Wealth Advisors LLC
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|---|---|
| CRD # | 1489 |
| SEC # | 801-56354 |
| CIK # | |
| AUM | 799.0 M (2026-03-18) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-925-4000 |
| Address | 2 Belvedere Place Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 51 | 239.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 548.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 12.0 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 799.0 |
| By Discretionary | ||
| Discretionary | 65 | 787.0 |
| Non-Discretionary | 2 | 12.0 |
| Total | 67 | 799.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.0 | |
| Total | 67 | 799.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clear Trail Advisors LLC
✚
|
TX | 803.1 M |
|
The L Warner Companies Inc
✚
|
MD | 802.4 M |
|
Laffer Tengler Investments Inc
✚
|
TN | 800.1 M |
|
Creekmur Asset Management LLC
✚
|
IL | 800.0 M |
|
Financial Focus LLC
✚
|
CA | 800.0 M |
|
Veracity Capital LLC
✚
|
GA | 799.8 M |
|
Proffitt & Goodson Inc
✚
|
TN | 797.7 M |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 797.4 M |
|
Parisi Gray Wealth Management LLC
✚
|
NJ | 796.0 M |
|
Brady Martz Wealth Solutions LLC
✚
|
ND | 795.3 M |