RELEVANT WEALTH ADVISORS, LLC

2 Belvedere Place
Ste 350
Mill Valley, California 94941
Tel: 415-925-4000

About RELEVANT WEALTH ADVISORS, LLC

RELEVANT WEALTH ADVISORS, LLC, formally registered with the SEC as RELEVANT WEALTH ADVISORS, LLC. The firm was established in 04/12/1999. They have over 1 offices throughout the country.

RELEVANT WEALTH ADVISORS, LLC is a Mill Valley, California based Financial Planning firm with nearly $681,532,553 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	1489
SEC#	801-56354
Assets Managed by Firm	$681,532,553
No. of Clients	41
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	41	$681,532,553
High net worth individuals	33	$178,469,974
Charitable organizations	11	$481,641,015
Corporations or other businesses	3	$21,421,564

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