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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | E | Control |
| COLLINS, JOHN PAUL JR | I | MANAGING MEMBER | D | Control |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | Control |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | Control |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | Control |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | Control |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | Control |
| COLLINS, JOHN PAUL JR | I | SENIOR MEMBER | D | Control |
| RAABE, BRUCE JON | I | MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| RAABE, BRUCE JON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | D | Control |
| RAABE, BRUCE JON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| RAABE, BRUCE JON | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | D | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | D | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | D | Control |
| RAABE, BRUCE JON | I | CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (8)
AK CA FL IL MI NJ OR WA
Address
2 BELVEDERE PLACESTE 350
MILL VALLEY, CA 94941
United States
Phone: 415-925-4000