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| Happy Holidays!! thanks for using AUM13F!! |
| Releve Financial Group LLC
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|---|---|
| CRD # | 285243 |
| SEC # | 801-108540 |
| CIK # | 0001769297 |
| AUM | $222.8 M (2025-07-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 612-801-5440 |
| Address | 9375 E Shea Blvd Scottsdale, AZ 85260 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 77.1 |
| (b) Individuals (high net worth individuals) | 74 | 145.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,266 | 222.8 |
| By Discretionary | ||
| Discretionary | 1,266 | 222.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,266 | 222.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.8 | |
| Total | 1,266 | 222.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tandem Wealth Advisors LLC
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|
AZ | 0.2 |
|
Landmark Wealth Management Inc
✚
|
IL | 0.2 |
|
Connecticut Capital Management Group LLC
✚
|
CT | 0.2 |
|
Equitycompass Investment Management LLC
✚
|
MD | 0.2 |
|
Entrewealth LLC
✚
|
TX | 0.2 |
|
Milestone Asset Management Group LLC
✚
|
CT | 0.2 |
|
Peterson Wealth Management LLC
✚
|
NV | 0.2 |
|
Sorrento Pacific Financial LLC
✚
|
CA | 0.2 |
|
Great Northern Asset Management LLC
✚
|
WA | 0.2 |
|
Andrew Hill Investment Advisors Inc
✚
|
FL | 0.2 |