|
⚲
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| Relevant Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 1489 |
| SEC # | 801-56354 |
| CIK # | |
| AUM | $583.8 MM (2024-03-05) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 415-925-4000 |
| Address | 2 Belvedere Place Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 4.7 |
| (b) Individuals (high net worth individuals) | 22 | 118.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 460.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 99 | 583.8 |
| By Discretionary | ||
| Discretionary | 99 | 583.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 99 | 583.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 583.8 | |
| Total | 99 | 583.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Retireright LLC
✚
|
IA | 0.6 |
|
Denver PWM LLC
✚
|
CO | 0.6 |
|
FCF Advisors LLC
✚
|
NY | 0.6 |
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
CFM Wealth Partners LLC
✚
|
TX | 0.6 |
|
Family WMS LLC
✚
|
GA | 0.6 |
|
Strategic Equity Management Inc
✚
|
AZ | 0.6 |
|
Clune & Associates Ltd
✚
|
IL | 0.6 |
|
Warburton Capital Management LLC
✚
|
OK | 0.6 |
|
Boston Research and Management Inc
✚
|
MA | 0.6 |