RELEVANT WEALTH ADVISORS, LLC

MILL VALLEY, California·2 registered advisors·CRD# 1489

SEC# 801-563540415-925-4000

01

Firm Overview

AUM

$584M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at RELEVANT WEALTH ADVISORS, LLC

2 registered advisors

Bruce Jon Raabe

MILL VALLEY, California

John Paul Jr Collins

LARKSPUR, California

05

Office Locations

LARKSPUR, California

MILL VALLEY, California

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Data sourced from SEC Form ADV filings. RELEVANT WEALTH ADVISORS, LLC (CRD# 1489) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.