Relevant Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$799,000,000
Total clients
51
100% high-net worth
Total advisors
3
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
17
Average account size
$15,666,667
About
Relevant Wealth Advisors provides portfolio management and wealth management services to high‑net‑worth individuals and institutional clients, generally requiring a negotiated minimum (generally $15 million). The firm delivers these services primarily through a wrap‑fee program, in which more than 95% of its advisory clients participate.
The firm’s investment approach is long‑term and grounded in modern portfolio theory, emphasizing asset allocation and the view that markets are generally efficient while tailoring personalized investment policies for each client. When appropriate to a client’s objectives and risk tolerance, Relevant Wealth Advisors may employ options and other derivative strategies, margin/borrowing, short‑term trading, and a fund‑of‑funds structure using selected independent managers.
Relevant Wealth Advisors is distinctive for managing roughly $799 million of client assets with a small advisory team, producing a relatively high assets‑per‑advisor ratio compared with many peers. It is also the sponsor and portfolio manager of its wrap‑fee program and explicitly uses derivatives and borrowing within separately managed accounts, an implementation mix that is uncommon among similar team firms.
Client services
Expertise
Occupation focus
Fee options
Flat quarterly fees may be negotiated in some cases.
0.5% to 1.5% annually
Account minimum: $15,000,000
Main office location
Relevant Wealth Advisors, LLC
2 Belvedere Place, Ste 200
Mill Valley CA 94941, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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