RELEVANT WEALTH ADVISORS, LLC

Mill Valley, United States · CRD 1489

SEC-registered investment adviser since 1999 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$799.0m
Main clients (by assets)Charities 69%, High net worth individuals 30%, Companies 2%
Websiterelevantwealth.com
Form ADV · 2026-03-18SEC adviser record

Kindinstitutions
Others nearbyMill Valley, CA

As an employer

Staff (Form ADV)4 · 3 in investment roles
Offices in1 country