RELEVANT WEALTH ADVISORS, LLC
CRD #1489 SEC #801-56354 MILL VALLEY, CA 415-925-4000
SEC Registered
Total AUM
$681.5M
Discretionary
$669.4M
Employees
4
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $681.5M | $669.4M | $12.1M | 4 | 0 |
| Mar 2025 | $681.5M | $669.4M | $12.1M | 4 | 0 |
| Sep 2024 | $583.8M | $583.8M | $0 | 4 | 0 |
| Mar 2024 | $583.8M | $583.8M | $0 | 4 | 0 |
| Aug 2023 | $560.2M | $537.6M | $22.6M | 4 | 0 |
| Feb 2023 | $560.2M | $537.6M | $22.6M | 4 | 0 |
| Feb 2022 | $655.4M | $655.4M | $0 | 5 | 0 |
| Nov 2021 | $598.9M | $595.8M | $3.2M | 4 | 0 |
| Oct 2021 | $598.9M | $595.8M | $3.2M | 4 | 0 |
| Apr 2021 | $598.9M | $595.8M | $3.2M | 4 | 0 |
| Apr 2021 | $598.9M | $595.8M | $3.2M | 4 | 0 |
| Feb 2021 | $598.9M | $595.8M | $3.2M | 4 | 0 |
| Nov 2020 | $593.7M | $591.1M | $2.7M | 4 | 0 |
| Jun 2020 | $593.7M | $591.1M | $2.7M | 4 | 0 |
| Mar 2020 | $593.7M | $591.1M | $2.7M | 4 | 0 |
| Mar 2019 | $607.3M | $607.3M | $0 | 4 | 0 |
| Mar 2018 | $651.4M | $651.4M | $0 | 4 | 0 |
| Mar 2018 | $651.4M | $651.4M | $0 | 4 | 0 |
| Oct 2017 | $630M | $630M | $0 | 4 | 0 |
| Mar 2017 | $560M | $560M | $0 | 4 | 26 |
| Mar 2016 | $580M | $580M | $0 | 4 | 26 |
| Mar 2016 | $580M | $580M | $0 | 4 | 26 |
| Feb 2015 | $603M | $603M | $0 | 4 | 26 |
| Jul 2014 | $605M | $605M | $0 | 4 | 26 |
| Jun 2014 | $605M | $605M | $0 | 4 | 26 |
| Apr 2014 | $605M | $605M | $0 | 4 | 26 |
| Feb 2014 | $605M | $605M | $0 | 4 | 26 |
| Feb 2014 | $605M | $605M | $0 | 4 | 26 |
| Feb 2013 | $521M | $521M | $0 | 4 | 26 |
| Jan 2012 | $479M | $479M | $0 | 1 | 26 |
| Feb 2011 | $475M | $475M | $0 | 5 | -- |
| Jan 2008 | $503M | $500M | $3M | 5 | -- |
| Feb 2007 | $503M | $500M | $3M | 5 | -- |
| Mar 2006 | $500M | $500M | $0 | 5 | -- |
DateMar 2025
Total AUM$681.5M
Discretionary$669.4M
Non-Disc.$12.1M
Employees4
Clients0
DateMar 2025
Total AUM$681.5M
Discretionary$669.4M
Non-Disc.$12.1M
Employees4
Clients0
DateSep 2024
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$583.8M
Discretionary$583.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$560.2M
Discretionary$537.6M
Non-Disc.$22.6M
Employees4
Clients0
DateFeb 2023
Total AUM$560.2M
Discretionary$537.6M
Non-Disc.$22.6M
Employees4
Clients0
DateFeb 2022
Total AUM$655.4M
Discretionary$655.4M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$598.9M
Discretionary$595.8M
Non-Disc.$3.2M
Employees4
Clients0
DateOct 2021
Total AUM$598.9M
Discretionary$595.8M
Non-Disc.$3.2M
Employees4
Clients0
DateApr 2021
Total AUM$598.9M
Discretionary$595.8M
Non-Disc.$3.2M
Employees4
Clients0
DateApr 2021
Total AUM$598.9M
Discretionary$595.8M
Non-Disc.$3.2M
Employees4
Clients0
DateFeb 2021
Total AUM$598.9M
Discretionary$595.8M
Non-Disc.$3.2M
Employees4
Clients0
DateNov 2020
Total AUM$593.7M
Discretionary$591.1M
Non-Disc.$2.7M
Employees4
Clients0
DateJun 2020
Total AUM$593.7M
Discretionary$591.1M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2020
Total AUM$593.7M
Discretionary$591.1M
Non-Disc.$2.7M
Employees4
Clients0
DateMar 2019
Total AUM$607.3M
Discretionary$607.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$651.4M
Discretionary$651.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$651.4M
Discretionary$651.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$560M
Discretionary$560M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees4
Clients26
DateMar 2016
Total AUM$580M
Discretionary$580M
Non-Disc.$0
Employees4
Clients26
DateFeb 2015
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees4
Clients26
DateJul 2014
Total AUM$605M
Discretionary$605M
Non-Disc.$0
Employees4
Clients26
DateJun 2014
Total AUM$605M
Discretionary$605M
Non-Disc.$0
Employees4
Clients26
DateApr 2014
Total AUM$605M
Discretionary$605M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$605M
Discretionary$605M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$605M
Discretionary$605M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$521M
Discretionary$521M
Non-Disc.$0
Employees4
Clients26
DateJan 2012
Total AUM$479M
Discretionary$479M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$503M
Discretionary$500M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2007
Total AUM$503M
Discretionary$500M
Non-Disc.$3M
Employees5
Clients--
DateMar 2006
Total AUM$500M
Discretionary$500M
Non-Disc.$0
Employees5
Clients--