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| Happy Holidays!! thanks for using AUM13F!! |
| Relevant Wealth Advisors LLC
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|---|---|
| CRD # | 1489 |
| SEC # | 801-56354 |
| CIK # | |
| AUM | $681.5 M (2025-03-06) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 415-925-4000 |
| Address | 2 Belvedere Place Mill Valley, CA 94941 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 33 | 178.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 481.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 21.4 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 681.5 |
| By Discretionary | ||
| Discretionary | 37 | 669.4 |
| Non-Discretionary | 4 | 12.1 |
| Total | 41 | 681.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 681.5 | |
| Total | 41 | 681.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |
|
Bellwether Advisors LLC
✚
|
NE | 0.7 |
|
GKB Partners LLC
✚
|
0.7 | |
|
DSG Capital Advisors LLC
✚
|
MN | 0.7 |
|
Fractal Investments LLC
✚
|
0.7 | |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 0.7 |
|
Financial Sense Advisors Inc
✚
|
CA | 0.7 |
|
Proffitt & Goodson Inc
✚
|
TN | 0.7 |
|
McNamara Financial Services Inc
✚
|
MA | 0.7 |
|
KFA Private Wealth Group LLC
✚
|
VA | 0.7 |