Relevant Wealth Advisors, LLC

Relevant Wealth Advisors, LLC (CRD# 1489) is a financial advisory firm headquartered in Mill Valley, CA. They manage $580,000,000 in 75 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    580
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $7,733,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MI, NJ, WA

Financial Advisors at Relevant Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Justin D. Burt
CRD#: 2989359
2 Belvedere Place, Suite 350, Mill Valley, CA 94941
96
Wealthminder
score

Justin Burt (CRD# 2989359) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.

2
Bruce J. Raabe
CRD#: 2268947
2 Belvedere Place, Suite 350, Mill Valley, CA 94941
96
Wealthminder
score

Bruce Raabe (CRD# 2268947) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 24 years of experience in the finance industry.

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