# RELEVANT WEALTH ADVISORS, LLC

RELEVANT WEALTH ADVISORS, LLC of MILL VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 1489
- Type: SEC-registered investment adviser
- SEC file number: 801-56354
- Location: 2 BELVEDERE PLACE, STE 200, MILL VALLEY, CA, 94941
- Phone: 415-925-4000
- Latest filing: 2026-03-18
- Regulatory AUM: $799.0M
- Discretionary AUM: $787.0M
- Non-discretionary AUM: $12.0M
- Clients: 4
- Accounts: 67

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/1489/brochure
- Similar advisers: https://search.stillhousedata.com/firm/1489/similar
- Related entities: https://search.stillhousedata.com/firm/1489/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/1489

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.