LP Profile

Relevant Wealth Advisors

Also known as relevant wealth

Wealth ManagerMill Valley, United StatesFounded 1962
$651M
Assets Under Management
Mill Valley
Headquarters
Investment Focus

About Relevant Wealth Advisors

We aspire to redefine the wealth management experience by casting aside industry norms and expectations and delivering a seamless and customized…

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Relevant Wealth Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$799.0M
Total Clients
67
Filing Date
March 18, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Relevant Wealth Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Relevant Wealth Advisors?

Relevant Wealth Advisors is a wealth manager based in Mill Valley, United States, managing approximately $651M in assets.

Where is Relevant Wealth Advisors headquartered?

Relevant Wealth Advisors is headquartered in Mill Valley, United States.

How much does Relevant Wealth Advisors manage?

Relevant Wealth Advisors manages approximately $651M in assets under management.

When was Relevant Wealth Advisors founded?

Relevant Wealth Advisors was founded in 1962.

How can I contact Relevant Wealth Advisors?

Verified contact details, key decision-makers, and investment preferences for Relevant Wealth Advisors are available on LPbacked. Create a free account to access them.