Data / Investment advisers / California / Relevant Wealth Advisors, LLC
Relevant Wealth Advisors, LLC, Mill Valley, CA: $799 million AUM, SEC registered investment adviser
Relevant Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Mill Valley, California and reports $799 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include charitable organizations, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 1489
- SEC file number
- 801-56354
- SEC status
- Approved, effective April 12, 1999
- Main office
- 2 Belvedere Place Ste 200, Mill Valley, CA 94941
- Phone
- (415) 925-4000
- Website
- relevantwealth.com
- Regulatory AUM
- $799,000,000 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $787,000,000
- Non discretionary AUM
- $12,000,000
- Accounts
- 67
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $548 million |
| High net worth individuals | 51 | $239 million |
| Corporations or other businesses | 2 | $12 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $799 million | March 18, 2026 |
| December 1, 2025 | $681.5 million | March 6, 2025 |
Other advisers in Mill Valley
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Urban Investment Advisors | Mill Valley | $2.45 billion | Not listed | adviserinfo.sec.gov |
| Cai Manager LP | Mill Valley | $2.18 billion | 13 | adviserinfo.sec.gov |
| Private Wealth Partners, LLC | Mill Valley | $1.92 billion | Not listed | adviserinfo.sec.gov |
| Sivia Capital Partners, LLC | Mill Valley | $1.24 billion | 1 | adviserinfo.sec.gov |
| Violich Capital Management | Mill Valley | $1.04 billion | Not listed | adviserinfo.sec.gov |
| Cypress Point Investment Management LP | Mill Valley | $512.4 million | 2 | adviserinfo.sec.gov |
| Gordian Wealth Advisors, LLC | Mill Valley | $488.7 million | Not listed | adviserinfo.sec.gov |
| Groundforce Capital Management, LLC | Mill Valley | $439.2 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Mill Valley, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Relevant Wealth Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.