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RELEVANT WEALTH ADVISORS, LLC
CRD 1489File 801-56354
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$799.0M
Above cohort median (national)
Discretionary AUM
$787.0M
Non-discretionary $12.0M
Clients
67
67 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 12, 1999
- Principal office
- 2 BELVEDERE PLACE, STE 200, MILL VALLEY, CA, 94941
- Phone
- 415-925-4000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $799.0M
- Discretionary AUM
- $787.0M
- Non-discretionary AUM
- $12.0M
- Discretionary accounts
- 65
- Non-discretionary accounts
- 2
- Total accounts
- 67
- AUM per client
- $11.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $12.0M |
| Charitable organizations | 14 | $548.0M |
| High net worth individuals | 51 | $239.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.