Relevant Wealth Advisors, LLC

Relevant Wealth Advisors, LLC (CRD# 1489) is a financial advisory firm headquartered in Mill Valley, CA. They manage $583,835,713 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2 Belvedere Place, Ste 350, Mill Valley, CA 94941
http://www.relevantwealth.com
By the Numbers
  • Total Assets Under Management
    584
    MILLION
  • Total Number of Accounts
    99
    ACCOUNTS
  • Average Account Value
    $5,897,330
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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

Justin Burt (CRD# 2989359) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 26 years of experience in the finance industry.

2
Bruce Raabe, financial advisor Mill Valley CA
Bruce J. Raabe
CRD#: 2268947
2 Belvedere Place, Ste 350, Mill Valley, CA 94941

Bruce Raabe (CRD# 2268947) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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