RELEVANT WEALTH ADVISORS, LLC of MILL VALLEY, CA is an SEC-registered investment adviser (CRD 1489). Regulatory assets under management: $799.0M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Bruce Jon Raabe | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | — |
| COLLINS JOHN PAUL JR | MANAGING MEMBER; SENIOR MEMBER | — |
| RAABE BRUCE JON | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ROSFP; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| COLLINS JOHN PAUL | MANAGING MEMBER | — |
| PETRUZZELLA DOMINICK | MEMBER | — |