Relevant Wealth Advisors, LLC
Firm details
- Headquarters
- Mill Valley, California
- CRD number
- 1489
- Registered since
- April 12, 1999
- Website
- relevantwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations68.59%
- HNWI29.91%
- Corporations / Businesses1.5%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Relevant Wealth Advisors, LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 1999. The firm manages wealth for both individuals/families and institutional clients on a fee‑based percentage of assets model and offers discretionary portfolio management as well as selection of other advisers. It describes itself as a capital allocator, which aligns with its practice of engaging third‑party managers and delegating portions of portfolios to outside specialists.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Private Funds29%
- Other20%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Bruce Raabe
CEOCRD 2268947
Contacts
3 of 3
Justin Burt
Senior Portfolio ManagerCRD 2989359
Haldo Cabrera
Director of OperationsCRD 6661426
Sergio Campos
Director of Client ServicesCRD 6213801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mill Valley, CA
Marin
Location
Mill Valley, CA
Headquartered in Mill Valley, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 2 Belvedere Pl
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Violich Capital Management
RIAMill Valley, CA
Grounded Capital, LLC
RIAMill Valley, CA
Sivia Capital Partners, LLC
RIAMill Valley, CA
Cypress Point Investment Management LP
RIAMill Valley, CA
Gordian Wealth Advisors, LLC
RIAMill Valley, CA
Groundforce Capital Management, LLC
RIAMill Valley, CA