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Home > Retirement Planners > california > mill valley > RELEVANT WEALTH ADVISORS, LLC
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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