Feedback
Share
Link
Link copied!
Fund Codex
Relevant Wealth Advisors, LLC
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Relevant Wealth Advisors, LLC Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Mill Valley, California
$593.7 million AUM
1 office

Relevant Wealth Advisors, LLC is based in Mill Valley, California and has $593.7 million in assets under management.

Location
2 Belvedere Place
Suite 350
Mill Valley, CA 94941
$593.7 million
AUM
4
Employees
AUM Share
Link
Link copied!
Back to Top
$593,748,000
Assets under management
68 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 15 $2,935,000 0% $195,667
High net worth individuals 50 $88,320,000 15% $1,766,400
Charitable organizations 3 $502,493,000 85% $167,497,667
Employees Share
Link
Link copied!
Back to Top
4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$593,748,000
Assets under management
$148,437,000
AUM per employee
$197,916,000
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Relevant Wealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Relevant Wealth Advisors, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Business activities
  • Broker-dealer
Firm data Share
Link
Link copied!
CRD number 1489
SEC number 801-56354
Legal structure Limited Liability Company
Legal governance California, United States
Latest ADV filing date March 16, 2020

Other Funds

See all...
Snow Lake Capital (HK) Limited
Fund: Under $1 billion
Merit Fund Advisors
Fund: $109,491,002
Mesa + Associates I, L.L.C.
Fund: Under $1 billion
Jade Mountain Partners, LLC
Fund: $847,129,765
Globevestor Fund Management, LLC
Fund: Under $1 billion
Edgewood Capital Advisors, LLC
Fund: Under $1 billion
Solaise Capital Management LLP
Fund: Under $1 billion
Morningside Venture Capital Limited
Fund: Under $1 billion
Rayliant Investment Research
Fund: $165,535,777

More Funds

See all...
Silver Lake Advisory, LLC
Fund: $224,663,386
Radix Capital LLC
Fund: Under $1 billion
Emet Capital Management
Fund: $345,932,734
H.M. Payson
Fund: $4,583,767,808
WM Capital Partners, LLC
Fund: Under $1 billion
Blue Torch Capital LP
Fund: $1,069,492,422
Maytech Global Investments
Fund: $252,371,500
Cooke & Bieler, L.P.
Fund: $9,757,077,929

All of Fund Codex

See all...

Similar Funds to Relevant Wealth Advisors, LLC

See all...
Reliant Consulting & Research, Inc.
Fund: Under $1 billion
Relevance Capital Management
Fund: $262,904,393
Octavia Wealth Advisors LLC
Fund: Under $1 billion
Relevant Wealth Advisors, LLC
Fund: $593,748,000
Reliant Wealth Planning, LLC
Fund: $319,809,034
Sonoma Wealth Advisors, LLC
Fund: $117,800,000
Convergent Wealth Advisors, LLC
Fund: Under $1 billion