RELEVANT WEALTH ADVISORS, LLC
Adviser information for RELEVANT WEALTH ADVISORS, LLC last updated from Form ADV on March 5th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 99 | $583.8M |
| Non-Discretionary | 0 | $0 |
| Total | 99 | $583.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 7 | $4.7M |
| HNW Individuals | 22 | $118.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 4 | $460.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 583.8M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| STRATEGIC ASSET MANAGEMENT | RELEVANT WEALTH ADVISORS, LLC |
Identifiers
| SEC RIA File Number | 801-56354 |
|---|---|
| SEC ERA File Number | 801-56354 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 1489 |
| Legal Entity Identifier | None |
Principal Office
2 BELVEDERE PLACESTE 350
MILL VALLEY
CA
United States
Monday - Friday, 6AM - 3PM
Tel: 415-925-4000, Fax: 415-925-4004
Websites
Chief Compliance Officer
BRUCE RAABE
CEO, CFO & MANAGING MEMBER
2 BELVEDERE PLACE
SUITE 350
MILL VALLEY
CA
United States
Tel:
415-925-4000
Fax:
415-925-4004
B****@*****************M
(Full email address available in API data)
Regulatory Contact
SERGIO CAMPOS
DIRECTOR OF CLIENT SERVICES
2 BELVEDERE PLACE
SUITE 350
MILL VALLEY
CA
United States
Tel:
415-925-4007
Fax:
415-925-4004
S*****@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RAABE, BRUCE JON | Individual | – | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | 12/2004 | > 75% |