Relevant Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Relevant Wealth Advisors reports 67 clients. They include 51 high-net-worth individuals, 14 charitable organizations, and 2 corporations and other businesses. Of its assets, 98.5% ($787M across 65 accounts) are managed with discretion; $12M across 2 accounts are not. A wrap fee program the firm both sponsors and manages holds $786M.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 76% | 30% |
| Charitable organizations | 21% | 69% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 51 | $239M | 29.9% | $4.69M |
| Charitable organizations | 14 | $548M | 68.6% | $39.1M |
| Corporations and other businesses | 2 | $12M | 1.5% | $6M |
| Total | 67 | $799M | 100% | $11.9M |
- Clients
- 51
- Regulatory AUM
- $239M
- AUM share
- 29.9%
- Avg. per client
- $4.69M
- Clients
- 14
- Regulatory AUM
- $548M
- AUM share
- 68.6%
- Avg. per client
- $39.1M
- Clients
- 2
- Regulatory AUM
- $12M
- AUM share
- 1.5%
- Avg. per client
- $6M
Total
- Clients
- 67
- Regulatory AUM
- $799M
- AUM share
- 100%
- Avg. per client
- $11.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Relevant Wealth Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
Bruce Jon Raabe owns 75% or more of Relevant Wealth Advisors. The leadership team of Relevant Wealth Advisors includes Chief Compliance Officer Bruce Jon Raabe. It has 4 employees, 3 of them in advisory roles.
Leadership
- Bruce Jon RaabeChief Compliance Officer, CEO, CFO & Managing Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Justin Dale Burt
- Sergio Gutierrez Campos
- Abigail Sage Parker
- Bruce Jon Raabe
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Relevant Wealth Advisors, LLC
Bruce Jon Raabe
Control person · since December 2004
Relevant Wealth Advisors’ regulatory assets grew from $599M (April 2021) to $799M (March 2026); clients rose from 37 to 67 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $799M | 67 | 4 | 1 |
| March 2025 | $682M | 47 | 4 | 1 |
| March 2024 | $584M | 33 | 4 | 1 |
| August 2023 | $560M | 38 | 4 | 1 |
| February 2022 | $655M | 30 | 5 | 1 |
| April 2021 | $599M | 37 | 4 | 1 |
Besides its headquarters, Relevant Wealth Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 2 Belvedere Place, Ste 200, Mill ValleyHQ
Other business names
Relevant Wealth Advisors has reported 1 other business name to the SEC.
- Relevant Wealth
Contact and registration details
- Legal name
- Relevant Wealth Advisors, LLC
- Headquarters
- 2 Belvedere Place, Ste 200, Mill Valley, CA 94941
- Website
- relevantwealth.com
- Phone
- 415-925-4000
- SEC file
- 801-56354
- Structure
- California LLC
- Fiscal year end
- December
Relevant Wealth Advisors uses Charles Schwab ($0) as custodian for its separately managed accounts. Relevant Wealth Advisors does not have custody of client assets.
The filed values do not form a complete breakdown. Values are shown as filed.
- Charles Schwab · Charles Schwab & Co., Inc. · El Paso, TX · $0
- 0%
At year end, Relevant Wealth Advisors’ separately managed accounts were largely in stocks (46%) and funds (29%).
What the accounts hold
- Stocks46%
- Funds29%
- Cash5%
- Other20%
- Hedge funds, private equity, real estate lp investments20%
How many clients does Relevant Wealth Advisors have?
Relevant Wealth Advisors has 67 clients and manages $799 million for them, as of March 2026. They include 51 high-net-worth individuals, 14 charitable organizations, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Relevant Wealth Advisors offer?
Relevant Wealth Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Relevant Wealth Advisors use?
The filing also lists Charles Schwab & Co., Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Relevant Wealth Advisors have?
Relevant Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Relevant Wealth Advisors invest in?
At the end of its last fiscal year, Relevant Wealth Advisors’ separately managed accounts held 46% exchange-traded equities, 29% pooled vehicles (private funds and similar), 20% other and 5% cash and equivalents. The 20% other category is described as: Hedge Funds, Private Equity, Real Estate LP Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Relevant Wealth Advisors?
Relevant Wealth Advisors’ direct owner is Bruce Jon Raabe (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Relevant Wealth Advisors get paid?
Relevant Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Relevant Wealth Advisors?
Relevant Wealth Advisors’ main office is at 2 Belvedere Place, Ste 200, Mill Valley, CA 94941. Its phone number is 415-925-4000. Its website is relevantwealth.com.