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Building 2RELEVANT WEALTH ADVISORS, LLC

Map pinMILL VALLEY, CA
Phone415-925-4000
NotebookSEC #801-56354
Total AUM
$799M
Employees
4
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 BELVEDERE PLACE
STE 200
MILL VALLEY
CA 94941
United States
Operating Hours
6AM - 3PM
Monday - Friday
Phone
415-925-4000

ReceiptFinancials

Total AUM
$799M
Accounts
67
Discretionary
$787M
Accounts
65
Non-Discretionary
$12M
Accounts
2

ContactClients

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HNW Individual Clients
51
AUM
$239M
Charitable Organization Clients
14
AUM
$548M
Corporation or Business Clients
2
AUM
$12M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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