Relevant Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mill Valley, CA. Its latest Form ADV filing, dated March 18, 2026, reports $799M in regulatory assets under management, 4 employees, and 67 accounts.
Assets Under Management
$799M
Employees
4
Offices
--
Total Clients
67
Primary office
MILL VALLEY, CA
2 BELVEDERE PLACE, STE 200, MILL VALLEY, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.1% of total clients.
Top client categories% of clientsClients
1
HNWI
76.1%
51
2
Charitable
20.9%
14
3
Corporations
3.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$799Mas of March 18, 2026
Discretionary98.5%
$787M
98% of total RAUM98.5%
Non-discretionary1.5%
$12M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$799M
Total Accounts67
10Y AUM Change+$239M (+42.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee17:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.