AdvisorOS Directory
Claim Profile
BR

Bruce Jon Raabe

RELEVANT WEALTH ADVISORS, LLC·MILL VALLEY, California
Unclaimed Profile
2 BELVEDERE PLACE, MILL VALLEY, CA 94941CRD# 2268947Firm CRD# 1489
01

About

Bruce Jon Raabe is a registered financial advisor based in MILL VALLEY, California, affiliated with RELEVANT WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
RELEVANT WEALTH ADVISORS, LLC
RELEVANT WEALTH ADVISORS, LLC
AUM
$584M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RELEVANT WEALTH ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2268947
Firm CRD# 1489
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MILL VALLEY?

Browse all registered financial advisors in MILL VALLEY, California or claim this profile if it's yours.

Browse MILL VALLEY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Bruce Jon Raabe offer?
Bruce Jon Raabe specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MILL VALLEY, California for a consultation.
What are Bruce Jon Raabe's credentials?
Bruce Jon Raabe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Jon Raabe located?
Bruce Jon Raabe is based in MILL VALLEY, California, working with RELEVANT WEALTH ADVISORS, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.
How does Bruce Jon Raabe charge for services?
Bruce Jon Raabe's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RELEVANT WEALTH ADVISORS, LLC?
RELEVANT WEALTH ADVISORS, LLC has approximately 4 employees and manages $584M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MILL VALLEY
Kim Marie Silva — SPO PARTNERS & CO.John Harold Scully — SPO PARTNERS & CO.John Deyton Botti — EMROSE CAPITAL, LLCPatrick Michael Tenney — MT. TAM CAPITAL MANAGEMENT, LLCEli Joshua Weinberg — SPO PARTNERS & CO.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile