Relevant Wealth Advisors, LLC

Relevant Wealth Advisors, LLC (CRD# 1489) is a financial advisory firm headquartered in Mill Valley, CA. They manage $630,000,000 in 70 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    630
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $9,000,000
Compensation Options
  • A percentage of assets under your management
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.

AK, CA, IL, OR

Financial Advisors at Relevant Wealth Advisors, LLC
Showing 1 - 3 of 3 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 20 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 25 years of experience in the finance industry.

3
Jennifer A. Sun
CRD#: 4802020
2 Belvedere Place, Ste 350, Mill Valley, CA 94941
93
Wealthminder
score

Jennifer Sun (CRD# 4802020) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 13 years of experience in the finance industry.

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