{"url":"https://nivawealth.com/firms/relevant-wealth-advisors-1489","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/1489","regulatoryAum":799000000,"crd":"1489","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2989359","suffix":null,"lastName":"BURT","firstName":"JUSTIN","middleName":"DALE"},{"crd":"6213801","suffix":null,"lastName":"CAMPOS","firstName":"SERGIO","middleName":"GUTIERREZ"},{"crd":"8317252","suffix":null,"lastName":"Parker","firstName":"Abigail","middleName":"Sage"},{"crd":"2268947","suffix":null,"lastName":"RAABE","firstName":"BRUCE","middleName":"JON"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-29","regulatoryAum":598900000,"clients":37,"employees":4,"offices":1},{"filedOn":"2022-02-11","regulatoryAum":655446401,"clients":30,"employees":5,"offices":1},{"filedOn":"2023-08-03","regulatoryAum":560227464,"clients":38,"employees":4,"offices":1},{"filedOn":"2024-03-05","regulatoryAum":583835713,"clients":33,"employees":4,"offices":1},{"filedOn":"2025-03-06","regulatoryAum":681532553,"clients":47,"employees":4,"offices":1},{"filedOn":"2026-03-18","regulatoryAum":799000000,"clients":67,"employees":4,"offices":1}],"secFileNumber":"801-56354","legalName":"Relevant Wealth Advisors, LLC","displayName":"Relevant Wealth Advisors","slug":"relevant-wealth-advisors-1489","website":"https://relevantwealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/1489/cb0845f522899609-r1.webp","tone":"light","width":2466,"height":200,"sourceUrl":"https://relevantwealth.com/","sourceLabel":"Relevant Wealth Advisors, LLC, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2 Belvedere Place, Ste 200","city":"Mill Valley","state":"CA","stateName":"California","country":"United States","postalCode":"94941"},"tradeNames":["Relevant Wealth"],"registration":{"secApproved":"12 April 1999","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":4686274.509803922,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":799000000,"discretionary":787000000,"discretionaryAccounts":65,"nonDiscretionary":12000000,"nonDiscretionaryAccounts":2,"wrapProgram":786000000,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":51,"regulatoryAum":239000000},{"label":"Charitable organizations","clients":14,"regulatoryAum":548000000},{"label":"Corporations and other businesses","clients":2,"regulatoryAum":12000000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"El Paso, TX","smaAssets":0}],"custodyNote":"Relevant Wealth Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Bruce Jon Raabe","title":"Chief Compliance Officer, CEO, CFO & Managing Member","crd":"2268947"}],"ownership":[{"label":"Bruce Jon Raabe","detail":"Chief compliance officer, ceo, cfo & managing member in the 75% or more ownership band and a control person, since December 2004."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"2 Belvedere Place, Ste 200","city":"Mill Valley","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"415-925-4000","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":46},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":29},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":20,"detail":"Hedge Funds, Private Equity, Real Estate LP Investments"}],"privateFunds":0},"sources":{"adv1FilingDate":"18 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/1489/PDF/1489.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Relevant Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Relevant Wealth Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Relevant Wealth Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Relevant Wealth Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Relevant Wealth Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Relevant Wealth Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Relevant Wealth Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Relevant Wealth Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}