SEC Form ADV

RELEVANT WEALTH ADVISORS, LLC

Registered Investment AdviserCA
$799.0M
Assets Under Management
67
Total Clients
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Registration Details

Accession
CRD-1489
Location
MILL VALLEY, CA
Filing Date
March 18, 2026
AUM
$799.0M
Total Clients
67
Amendment
No

About this Adviser

RELEVANT WEALTH ADVISORS, LLC is a registered investment adviser headquartered in MILL VALLEY, CA, managing approximately $799.0M in assets across 67 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.